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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 | $56,495 | $217,432-74.0% | $185,849-69.6% | $167,536-66.3% |
| Participation rate | 90.0% | 86.1%+3.9pp | 81.7%+8.3pp | 82.1%+7.9pp |
| Annual return | 20.11% | 148.42%-128.3pp | 122.10%-102.0pp | 478.82%-458.7pp |
| Employer contribution / active EE | $6,697 | $5,875+14.0% | $5,169+29.6% | $4,839+38.4% |
| Participant deferral / active EE | $5,500 | $6,357-13.5% | $5,569-1.2% | $6,342-13.3% |
| Admin fee / account holder | $568 | $19,818-97.1% | $16,244-96.5% | $12,315-95.4% |