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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 | $51,142 | $202,440-74.7% | $169,390-69.8% | $139,466-63.3% |
| Participation rate | 83.3% | 81.1%+2.2pp | 77.2%+6.2pp | 80.3%+3.0pp |
| Annual return | 13.72% | 532.36%-518.6pp | 406.07%-392.4pp | 373.66%-359.9pp |
| Employer contribution / active EE | $1,767 | $4,693-62.3% | $4,013-56.0% | $4,754-62.8% |
| Participant deferral / active EE | $6,701 | $6,940-3.4% | $6,222+7.7% | $6,712-0.2% |
| Admin fee / account holder | $849 | $10,722-92.1% | $9,015-90.6% | $11,409-92.6% |