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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 | $45,871 | $209,422-78.1% | $178,503-74.3% | $158,982-71.1% |
| Participation rate | 91.7% | 86.4%+5.3pp | 81.9%+9.7pp | 82.0%+9.7pp |
| Annual return | 17.85% | 188.81%-171.0pp | 151.12%-133.3pp | 302.99%-285.1pp |
| Employer contribution / active EE | $3,787 | $5,707-33.7% | $5,011-24.4% | $4,763-20.5% |
| Participant deferral / active EE | $5,001 | $5,955-16.0% | $5,202-3.9% | $5,983-16.4% |
| Admin fee / account holder | $669 | $17,079-96.1% | $13,987-95.2% | $11,252-94.1% |