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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 | $50,636 | $167,533-69.8% | $151,645-66.6% | $134,545-62.4% |
| Participation rate | 85.7% | 88.4%-2.7pp | 87.5%-1.8pp | 81.2%+4.5pp |
| Annual return | 524.67% | 7.81%+516.9pp | 3.34%+521.3pp | 418.37%+106.3pp |
| Employer contribution / active EE | $9,892 | $6,828+44.9% | $6,165+60.5% | $4,742+108.6% |
| Participant deferral / active EE | $11,762 | $8,985+30.9% | $8,363+40.6% | $6,401+83.7% |
| Admin fee / account holder | $313 | $13,781-97.7% | $11,614-97.3% | $11,431-97.3% |