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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,539 | $175,259-69.5% | $149,723-64.2% | $139,487-61.6% |
| Participation rate | 85.7% | 83.4%+2.3pp | 78.8%+6.9pp | 80.3%+5.4pp |
| Annual return | 25.27% | 166.82%-141.6pp | 134.50%-109.2pp | 373.84%-348.6pp |
| Employer contribution / active EE | $2,576 | $5,478-53.0% | $4,821-46.6% | $4,755-45.8% |
| Participant deferral / active EE | $4,835 | $6,522-25.9% | $5,682-14.9% | $6,713-28.0% |
| Admin fee / account holder | $381 | $16,158-97.6% | $13,215-97.1% | $11,407-96.7% |