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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 | $63,504 | $209,874-69.7% | $189,537-66.5% | $167,536-62.1% |
| Participation rate | 92.3% | 88.7%+3.6pp | 87.8%+4.5pp | 82.1%+10.2pp |
| Annual return | 12.93% | 748.61%-735.7pp | 555.34%-542.4pp | 478.82%-465.9pp |
| Employer contribution / active EE | $4,161 | $6,913-39.8% | $6,161-32.5% | $4,839-14.0% |
| Participant deferral / active EE | $5,945 | $8,934-33.5% | $8,220-27.7% | $6,342-6.3% |
| Admin fee / account holder | $11,908 | $14,299-16.7% | $12,048-1.2% | $12,315-3.3% |