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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 | $59,522 | $209,428-71.6% | $178,498-66.7% | $158,950-62.6% |
| Participation rate | 88.9% | 86.4%+2.5pp | 81.9%+7.0pp | 82.0%+6.9pp |
| Annual return | 16.56% | 188.78%-172.2pp | 151.09%-134.5pp | 302.91%-286.3pp |
| Employer contribution / active EE | $3,193 | $5,707-44.1% | $5,011-36.3% | $4,762-33.0% |
| Participant deferral / active EE | $4,532 | $5,955-23.9% | $5,202-12.9% | $5,983-24.2% |
| Admin fee / account holder | $1,797 | $17,077-89.5% | $13,985-87.2% | $11,248-84.0% |