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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 | $84,288 | $100,911-16.5% | $90,440-6.8% | $158,966-47.0% |
| Participation rate | 75.0% | 75.0%0pp | 72.7%+2.3pp | 82.0%-7.0pp |
| Annual return | 18.57% | 1726.62%-1708.0pp | 1294.38%-1275.8pp | 302.95%-284.4pp |
| Employer contribution / active EE | $2,605 | $3,690-29.4% | $3,263-20.2% | $4,762-45.3% |
| Participant deferral / active EE | $4,796 | $4,348+10.3% | $3,964+21.0% | $5,983-19.8% |
| Admin fee / account holder | $464 | $6,507-92.9% | $5,615-91.7% | $11,250-95.9% |