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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 | $45,682 | $183,627-75.1% | $155,602-70.6% | $145,978-68.7% |
| Participation rate | 85.7% | 82.7%+3.0pp | 78.2%+7.5pp | 80.3%+5.4pp |
| Annual return | 16.06% | 61.32%-45.3pp | 64.81%-48.8pp | 550.52%-534.5pp |
| Employer contribution / active EE | $2,626 | $5,316-50.6% | $4,675-43.8% | $4,662-43.7% |
| Participant deferral / active EE | $7,876 | $6,466+21.8% | $5,629+39.9% | $6,690+17.7% |
| Admin fee / account holder | $485 | $19,327-97.5% | $15,923-97.0% | $13,400-96.4% |