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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 | $80,318 | $209,425-61.6% | $178,499-55.0% | $158,966-49.5% |
| Participation rate | 84.2% | 86.4%-2.1pp | 81.9%+2.3pp | 82.0%+2.2pp |
| Annual return | 32.83% | 188.80%-156.0pp | 151.10%-118.3pp | 302.95%-270.1pp |
| Employer contribution / active EE | $4,305 | $5,707-24.6% | $5,011-14.1% | $4,762-9.6% |
| Participant deferral / active EE | $3,939 | $5,955-33.9% | $5,202-24.3% | $5,983-34.2% |
| Admin fee / account holder | $1,187 | $17,078-93.1% | $13,986-91.5% | $11,250-89.5% |