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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 | $78,093 | $198,457-60.7% | $170,435-54.2% | $147,586-47.1% |
| Participation rate | 93.3% | 88.0%+5.4pp | 83.6%+9.7pp | 82.8%+10.5pp |
| Annual return | 21.07% | 257.30%-236.2pp | 205.94%-184.9pp | 578.59%-557.5pp |
| Employer contribution / active EE | $3,058 | $6,183-50.5% | $5,432-43.7% | $4,876-37.3% |
| Participant deferral / active EE | $5,232 | $5,629-7.1% | $4,939+5.9% | $5,439-3.8% |
| Admin fee / account holder | $581 | $16,852-96.6% | $13,881-95.8% | $10,886-94.7% |