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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 | $45,714 | $111,535-59.0% | $105,223-56.6% | $137,256-66.7% |
| Participation rate | 84.6% | 78.1%+6.5pp | 75.0%+9.6pp | 80.0%+4.7pp |
| Annual return | 24.56% | 237.85%-213.3pp | 180.65%-156.1pp | 220.34%-195.8pp |
| Employer contribution / active EE | $5,990 | $3,939+52.1% | $3,689+62.4% | $4,156+44.1% |
| Participant deferral / active EE | $8,035 | $5,500+46.1% | $5,072+58.4% | $6,407+25.4% |
| Admin fee / account holder | $373 | $9,721-96.2% | $8,859-95.8% | $12,270-97.0% |