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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 | $67,862 | $198,457-65.8% | $170,435-60.2% | $147,586-54.0% |
| Participation rate | 87.5% | 88.0%-0.5pp | 83.6%+3.9pp | 82.8%+4.7pp |
| Annual return | 15.83% | 257.30%-241.5pp | 205.94%-190.1pp | 578.59%-562.8pp |
| Employer contribution / active EE | $3,668 | $6,183-40.7% | $5,432-32.5% | $4,876-24.8% |
| Participant deferral / active EE | $3,904 | $5,629-30.6% | $4,939-21.0% | $5,439-28.2% |
| Admin fee / account holder | $745 | $16,852-95.6% | $13,881-94.6% | $10,886-93.2% |