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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 | $125,707 | $198,457-36.7% | $170,435-26.2% | $147,586-14.8% |
| Participation rate | 85.7% | 88.0%-2.3pp | 83.6%+2.1pp | 82.8%+2.9pp |
| Annual return | 17.05% | 257.30%-240.3pp | 205.94%-188.9pp | 578.59%-561.5pp |
| Employer contribution / active EE | $2,198 | $6,183-64.4% | $5,432-59.5% | $4,876-54.9% |
| Participant deferral / active EE | $5,969 | $5,629+6.0% | $4,939+20.8% | $5,439+9.8% |
| Admin fee / account holder | $1,499 | $16,852-91.1% | $13,881-89.2% | $10,886-86.2% |