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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 | $88,321 | $209,428-57.8% | $178,498-50.5% | $158,950-44.4% |
| Participation rate | 77.8% | 86.4%-8.6pp | 81.9%-4.2pp | 82.0%-4.2pp |
| Annual return | 19.15% | 188.78%-169.6pp | 151.09%-131.9pp | 302.91%-283.8pp |
| Employer contribution / active EE | $3,395 | $5,707-40.5% | $5,011-32.3% | $4,762-28.7% |
| Participant deferral / active EE | $8,294 | $5,955+39.3% | $5,202+59.4% | $5,983+38.6% |
| Admin fee / account holder | $400 | $17,077-97.7% | $13,985-97.1% | $11,248-96.4% |