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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 | $98,120 | $198,457-50.6% | $170,435-42.4% | $147,586-33.5% |
| Participation rate | 87.5% | 88.0%-0.5pp | 83.6%+3.9pp | 82.8%+4.7pp |
| Annual return | 11.45% | 257.30%-245.9pp | 205.94%-194.5pp | 578.59%-567.1pp |
| Employer contribution / active EE | $2,059 | $6,183-66.7% | $5,432-62.1% | $4,876-57.8% |
| Participant deferral / active EE | $3,594 | $5,629-36.2% | $4,939-27.2% | $5,439-33.9% |
| Admin fee / account holder | $702 | $16,852-95.8% | $13,881-94.9% | $10,886-93.6% |