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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 | $73,000 | $196,972-62.9% | $182,262-59.9% | $198,609-63.2% |
| Participation rate | 90.9% | 85.7%+5.2pp | 84.2%+6.7pp | 82.4%+8.5pp |
| Annual return | 17.22% | 158.27%-141.1pp | 140.60%-123.4pp | 202.70%-185.5pp |
| Employer contribution / active EE | $3,082 | $5,364-42.5% | $5,046-38.9% | $5,055-39.0% |
| Participant deferral / active EE | $5,862 | $8,643-32.2% | $8,276-29.2% | $6,977-16.0% |
| Admin fee / account holder | $1,325 | $18,429-92.8% | $16,712-92.1% | $19,030-93.0% |