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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 | $74,598 | $209,425-64.4% | $178,499-58.2% | $158,966-53.1% |
| Participation rate | 84.6% | 86.4%-1.7pp | 81.9%+2.7pp | 82.0%+2.7pp |
| Annual return | 22.51% | 188.80%-166.3pp | 151.10%-128.6pp | 302.95%-280.4pp |
| Employer contribution / active EE | $8,746 | $5,707+53.2% | $5,011+74.5% | $4,762+83.6% |
| Participant deferral / active EE | $4,726 | $5,955-20.6% | $5,202-9.2% | $5,983-21.0% |
| Admin fee / account holder | $440 | $17,078-97.4% | $13,986-96.9% | $11,250-96.1% |