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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 | $83,234 | $202,460-58.9% | $169,385-50.9% | $139,456-40.3% |
| Participation rate | 81.8% | 81.1%+0.7pp | 77.2%+4.7pp | 80.3%+1.5pp |
| Annual return | 15.67% | 532.07%-516.4pp | 405.82%-390.1pp | 373.45%-357.8pp |
| Employer contribution / active EE | $1,396 | $4,691-70.2% | $4,012-65.2% | $4,753-70.6% |
| Participant deferral / active EE | $5,453 | $6,938-21.4% | $6,221-12.3% | $6,711-18.7% |
| Admin fee / account holder | $2,398 | $10,719-77.6% | $9,011-73.4% | $11,407-79.0% |