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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 | $85,314 | $198,457-57.0% | $170,435-49.9% | $147,586-42.2% |
| Participation rate | 88.9% | 88.0%+0.9pp | 83.6%+5.3pp | 82.8%+6.1pp |
| Annual return | 13.87% | 257.30%-243.4pp | 205.94%-192.1pp | 578.59%-564.7pp |
| Employer contribution / active EE | $6,679 | $6,183+8.0% | $5,432+22.9% | $4,876+37.0% |
| Participant deferral / active EE | $5,567 | $5,629-1.1% | $4,939+12.7% | $5,439+2.4% |
| Admin fee / account holder | $325 | $16,852-98.1% | $13,881-97.7% | $10,886-97.0% |