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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 | $227,291-77.7% | $214,702-76.4% | $155,188-67.3% |
| Participation rate | 90.0% | 88.0%+2.0pp | 87.5%+2.5pp | 80.8%+9.2pp |
| Annual return | 21.89% | 60.08%-38.2pp | 54.55%-32.7pp | 148.84%-127.0pp |
| Employer contribution / active EE | $6,110 | $6,772-9.8% | $6,461-5.4% | $4,248+43.8% |
| Participant deferral / active EE | $10,228 | $9,582+6.7% | $9,147+11.8% | $6,531+56.6% |
| Admin fee / account holder | $909 | $20,413-95.5% | $19,830-95.4% | $14,480-93.7% |