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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 | $85,288 | $154,228-44.7% | $145,433-41.4% | $137,256-37.9% |
| Participation rate | 70.6% | 83.8%-13.2pp | 82.1%-11.5pp | 80.0%-9.4pp |
| Annual return | 337.07% | 74.59%+262.5pp | 66.58%+270.5pp | 220.34%+116.7pp |
| Employer contribution / active EE | $2,469 | $4,804-48.6% | $4,554-45.8% | $4,156-40.6% |
| Participant deferral / active EE | $3,727 | $8,216-54.6% | $7,897-52.8% | $6,407-41.8% |
| Admin fee / account holder | $3,155 | $14,344-78.0% | $13,129-76.0% | $12,270-74.3% |