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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 | $89,778 | $198,457-54.8% | $170,435-47.3% | $147,586-39.2% |
| Participation rate | 83.3% | 88.0%-4.6pp | 83.6%-0.3pp | 82.8%+0.5pp |
| Annual return | 15.61% | 257.30%-241.7pp | 205.94%-190.3pp | 578.59%-563.0pp |
| Employer contribution / active EE | $3,687 | $6,183-40.4% | $5,432-32.1% | $4,876-24.4% |
| Participant deferral / active EE | $2,601 | $5,629-53.8% | $4,939-47.3% | $5,439-52.2% |
| Admin fee / account holder | $454 | $16,852-97.3% | $13,881-96.7% | $10,886-95.8% |