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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 | $78,823 | $209,425-62.4% | $178,499-55.8% | $158,966-50.4% |
| Participation rate | 87.5% | 86.4%+1.1pp | 81.9%+5.6pp | 82.0%+5.5pp |
| Annual return | 14.68% | 188.80%-174.1pp | 151.10%-136.4pp | 302.95%-288.3pp |
| Employer contribution / active EE | $1,754 | $5,707-69.3% | $5,011-65.0% | $4,762-63.2% |
| Participant deferral / active EE | $9,098 | $5,955+52.8% | $5,202+74.9% | $5,983+52.1% |
| Admin fee / account holder | $4,467 | $17,078-73.8% | $13,986-68.1% | $11,250-60.3% |