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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 | $80,993 | $209,422-61.3% | $178,503-54.6% | $158,982-49.1% |
| Participation rate | 85.7% | 86.4%-0.6pp | 81.9%+3.8pp | 82.0%+3.7pp |
| Annual return | 16.16% | 188.81%-172.7pp | 151.12%-135.0pp | 302.99%-286.8pp |
| Employer contribution / active EE | $4,290 | $5,707-24.8% | $5,011-14.4% | $4,763-9.9% |
| Participant deferral / active EE | $4,094 | $5,955-31.2% | $5,202-21.3% | $5,983-31.6% |
| Admin fee / account holder | $7,067 | $17,079-58.6% | $13,987-49.5% | $11,252-37.2% |