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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 | $45,901 | $134,817-66.0% | $123,973-63.0% | $155,188-70.4% |
| Participation rate | 87.5% | 79.4%+8.1pp | 76.7%+10.8pp | 80.8%+6.7pp |
| Annual return | 19.54% | 515.49%-496.0pp | 388.13%-368.6pp | 148.84%-129.3pp |
| Employer contribution / active EE | $2,475 | $4,425-44.1% | $4,126-40.0% | $4,248-41.7% |
| Participant deferral / active EE | $7,082 | $5,706+24.1% | $5,247+35.0% | $6,531+8.4% |
| Admin fee / account holder | $2,278 | $13,245-82.8% | $11,799-80.7% | $14,480-84.3% |