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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 | $65,995 | $228,352-71.1% | $185,835-64.5% | $158,966-58.5% |
| Participation rate | 87.5% | 82.3%+5.2pp | 78.0%+9.5pp | 82.0%+5.5pp |
| Annual return | 55.78% | 40.81%+15.0pp | 35.96%+19.8pp | 302.95%-247.2pp |
| Employer contribution / active EE | $2,757 | $4,967-44.5% | $4,087-32.6% | $4,762-42.1% |
| Participant deferral / active EE | $12,360 | $6,416+92.6% | $5,633+119.4% | $5,983+106.6% |
| Admin fee / account holder | $672 | $11,867-94.3% | $9,502-92.9% | $11,250-94.0% |