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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 | $50,755 | $223,823-77.3% | $211,142-76.0% | $154,746-67.2% |
| Participation rate | 90.0% | 87.9%+2.1pp | 87.3%+2.7pp | 80.7%+9.3pp |
| Annual return | 21.89% | 50.39%-28.5pp | 46.84%-24.9pp | 172.34%-150.5pp |
| Employer contribution / active EE | $6,110 | $6,787-10.0% | $6,442-5.2% | $4,379+39.5% |
| Participant deferral / active EE | $10,228 | $9,750+4.9% | $9,284+10.2% | $6,730+52.0% |
| Admin fee / account holder | $909 | $19,707-95.4% | $19,076-95.2% | $14,365-93.7% |