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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 | $60,681 | $176,105-65.5% | $159,474-61.9% | $167,536-63.8% |
| Participation rate | 85.7% | 85.0%+0.8pp | 82.8%+2.9pp | 82.1%+3.6pp |
| Annual return | 15.20% | 331.91%-316.7pp | 263.68%-248.5pp | 478.82%-463.6pp |
| Employer contribution / active EE | $1,193 | $5,299-77.5% | $4,831-75.3% | $4,839-75.3% |
| Participant deferral / active EE | $4,149 | $7,751-46.5% | $7,353-43.6% | $6,342-34.6% |
| Admin fee / account holder | $5,122 | $12,559-59.2% | $10,802-52.6% | $12,315-58.4% |