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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 | $87,343 | $217,432-59.8% | $185,849-53.0% | $167,536-47.9% |
| Participation rate | 78.6% | 86.1%-7.5pp | 81.7%-3.1pp | 82.1%-3.5pp |
| Annual return | 12.65% | 148.42%-135.8pp | 122.10%-109.4pp | 478.82%-466.2pp |
| Employer contribution / active EE | $6,440 | $5,875+9.6% | $5,169+24.6% | $4,839+33.1% |
| Participant deferral / active EE | $10,231 | $6,357+60.9% | $5,569+83.7% | $6,342+61.3% |
| Admin fee / account holder | $2,802 | $19,818-85.9% | $16,244-82.8% | $12,315-77.2% |