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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 | $45,047 | $198,457-77.3% | $170,435-73.6% | $147,586-69.5% |
| Participation rate | 88.9% | 88.0%+0.9pp | 83.6%+5.3pp | 82.8%+6.1pp |
| Annual return | 20.35% | 257.30%-237.0pp | 205.94%-185.6pp | 578.59%-558.2pp |
| Employer contribution / active EE | $1,811 | $6,183-70.7% | $5,432-66.7% | $4,876-62.9% |
| Participant deferral / active EE | $6,037 | $5,629+7.2% | $4,939+22.2% | $5,439+11.0% |
| Admin fee / account holder | $344 | $16,852-98.0% | $13,881-97.5% | $10,886-96.8% |