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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 | $46,386 | $217,432-78.7% | $185,849-75.0% | $167,536-72.3% |
| Participation rate | 95.2% | 86.1%+9.2pp | 81.7%+13.5pp | 82.1%+13.1pp |
| Annual return | 16.53% | 148.42%-131.9pp | 122.10%-105.6pp | 478.82%-462.3pp |
| Employer contribution / active EE | $2,504 | $5,875-57.4% | $5,169-51.5% | $4,839-48.2% |
| Participant deferral / active EE | $3,778 | $6,357-40.6% | $5,569-32.2% | $6,342-40.4% |
| Admin fee / account holder | $303 | $19,818-98.5% | $16,244-98.1% | $12,315-97.5% |