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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 | $49,569 | $196,972-74.8% | $182,262-72.8% | $198,609-75.0% |
| Participation rate | 90.0% | 85.7%+4.3pp | 84.2%+5.8pp | 82.4%+7.6pp |
| Annual return | 30.53% | 158.27%-127.7pp | 140.60%-110.1pp | 202.70%-172.2pp |
| Employer contribution / active EE | $1,891 | $5,364-64.7% | $5,046-62.5% | $5,055-62.6% |
| Participant deferral / active EE | $5,316 | $8,643-38.5% | $8,276-35.8% | $6,977-23.8% |
| Admin fee / account holder | $691 | $18,429-96.2% | $16,712-95.9% | $19,030-96.4% |