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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 | $72,580 | $209,425-65.3% | $178,499-59.3% | $158,966-54.3% |
| Participation rate | 80.0% | 86.4%-6.4pp | 81.9%-1.9pp | 82.0%-2.0pp |
| Annual return | 15.67% | 188.80%-173.1pp | 151.10%-135.4pp | 302.95%-287.3pp |
| Employer contribution / active EE | $3,503 | $5,707-38.6% | $5,011-30.1% | $4,762-26.4% |
| Participant deferral / active EE | $10,751 | $5,955+80.5% | $5,202+106.7% | $5,983+79.7% |
| Admin fee / account holder | $409 | $17,078-97.6% | $13,986-97.1% | $11,250-96.4% |