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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 | $62,764 | $217,432-71.1% | $185,851-66.2% | $167,553-62.5% |
| Participation rate | 92.3% | 86.1%+6.3pp | 81.7%+10.6pp | 82.1%+10.2pp |
| Annual return | 15.10% | 148.43%-133.3pp | 122.11%-107.0pp | 478.89%-463.8pp |
| Employer contribution / active EE | $2,590 | $5,874-55.9% | $5,168-49.9% | $4,840-46.5% |
| Participant deferral / active EE | $7,598 | $6,357+19.5% | $5,569+36.4% | $6,343+19.8% |
| Admin fee / account holder | $305 | $19,820-98.5% | $16,245-98.1% | $12,316-97.5% |