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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 | $50,613 | $226,105-77.6% | $182,540-72.3% | $152,897-66.9% |
| Participation rate | 89.5% | 82.5%+7.0pp | 78.0%+11.5pp | 82.5%+7.0pp |
| Annual return | 26.97% | 192.58%-165.6pp | 148.58%-121.6pp | 345.43%-318.5pp |
| Employer contribution / active EE | $3,147 | $4,978-36.8% | $4,076-22.8% | $4,764-33.9% |
| Participant deferral / active EE | $6,340 | $6,370-0.5% | $5,525+14.7% | $5,851+8.3% |
| Admin fee / account holder | $646 | $10,706-94.0% | $8,593-92.5% | $11,599-94.4% |