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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 | $45,998 | $209,422-78.0% | $178,503-74.2% | $158,982-71.1% |
| Participation rate | 83.3% | 86.4%-3.0pp | 81.9%+1.4pp | 82.0%+1.4pp |
| Annual return | 6.54% | 188.81%-182.3pp | 151.12%-144.6pp | 302.99%-296.4pp |
| Employer contribution / active EE | $2,806 | $5,707-50.8% | $5,011-44.0% | $4,763-41.1% |
| Participant deferral / active EE | $7,282 | $5,955+22.3% | $5,202+40.0% | $5,983+21.7% |
| Admin fee / account holder | $461 | $17,079-97.3% | $13,987-96.7% | $11,252-95.9% |