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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 | $81,678 | $180,749-54.8% | $160,784-49.2% | $137,256-40.5% |
| Participation rate | 75.0% | 80.0%-5.0pp | 77.0%-2.0pp | 80.0%-5.0pp |
| Annual return | 22.10% | 2234.46%-2212.4pp | 1803.92%-1781.8pp | 220.34%-198.2pp |
| Employer contribution / active EE | $5,779 | $4,155+39.1% | $3,733+54.8% | $4,156+39.0% |
| Participant deferral / active EE | $15,500 | $6,844+126.5% | $6,293+146.3% | $6,407+141.9% |
| Admin fee / account holder | $470 | $10,397-95.5% | $9,717-95.2% | $12,270-96.2% |