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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 | $38,620 | $198,457-80.5% | $170,435-77.3% | $147,586-73.8% |
| Participation rate | 87.5% | 88.0%-0.5pp | 83.6%+3.9pp | 82.8%+4.7pp |
| Annual return | 17.94% | 257.30%-239.4pp | 205.94%-188.0pp | 578.59%-560.7pp |
| Employer contribution / active EE | $6,304 | $6,183+2.0% | $5,432+16.0% | $4,876+29.3% |
| Participant deferral / active EE | $2,250 | $5,629-60.0% | $4,939-54.4% | $5,439-58.6% |
| Admin fee / account holder | $307 | $16,852-98.2% | $13,881-97.8% | $10,886-97.2% |