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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 | $58,689 | $198,457-70.4% | $170,435-65.6% | $147,586-60.2% |
| Participation rate | 80.0% | 88.0%-8.0pp | 83.6%-3.6pp | 82.8%-2.8pp |
| Annual return | 17.35% | 257.30%-240.0pp | 205.94%-188.6pp | 578.59%-561.2pp |
| Employer contribution / active EE | $3,702 | $6,183-40.1% | $5,432-31.9% | $4,876-24.1% |
| Participant deferral / active EE | $7,567 | $5,629+34.4% | $4,939+53.2% | $5,439+39.1% |
| Admin fee / account holder | $551 | $16,852-96.7% | $13,881-96.0% | $10,886-94.9% |