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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 | $53,684 | $209,425-74.4% | $178,499-69.9% | $158,966-66.2% |
| Participation rate | 87.5% | 86.4%+1.1pp | 81.9%+5.6pp | 82.0%+5.5pp |
| Annual return | 16.87% | 188.80%-171.9pp | 151.10%-134.2pp | 302.95%-286.1pp |
| Employer contribution / active EE | $1,662 | $5,707-70.9% | $5,011-66.8% | $4,762-65.1% |
| Participant deferral / active EE | $5,590 | $5,955-6.1% | $5,202+7.5% | $5,983-6.6% |
| Admin fee / account holder | $331 | $17,078-98.1% | $13,986-97.6% | $11,250-97.1% |