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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 | $70,525 | $198,457-64.5% | $170,435-58.6% | $147,586-52.2% |
| Participation rate | 78.6% | 88.0%-9.4pp | 83.6%-5.0pp | 82.8%-4.3pp |
| Annual return | 16.35% | 257.30%-241.0pp | 205.94%-189.6pp | 578.59%-562.2pp |
| Employer contribution / active EE | $1,953 | $6,183-68.4% | $5,432-64.0% | $4,876-59.9% |
| Participant deferral / active EE | $5,169 | $5,629-8.2% | $4,939+4.6% | $5,439-5.0% |
| Admin fee / account holder | $326 | $16,852-98.1% | $13,881-97.7% | $10,886-97.0% |