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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 | $71,161 | $209,425-66.0% | $178,499-60.1% | $158,966-55.2% |
| Participation rate | 83.3% | 86.4%-3.0pp | 81.9%+1.4pp | 82.0%+1.4pp |
| Annual return | 15.92% | 188.80%-172.9pp | 151.10%-135.2pp | 302.95%-287.0pp |
| Employer contribution / active EE | $3,631 | $5,707-36.4% | $5,011-27.5% | $4,762-23.8% |
| Participant deferral / active EE | $5,993 | $5,955+0.6% | $5,202+15.2% | $5,983+0.2% |
| Admin fee / account holder | $485 | $17,078-97.2% | $13,986-96.5% | $11,250-95.7% |