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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 | $60,327 | $209,422-71.2% | $178,503-66.2% | $158,982-62.1% |
| Participation rate | 91.7% | 86.4%+5.3pp | 81.9%+9.7pp | 82.0%+9.7pp |
| Annual return | 19.54% | 188.81%-169.3pp | 151.12%-131.6pp | 302.99%-283.4pp |
| Employer contribution / active EE | $1,716 | $5,707-69.9% | $5,011-65.8% | $4,763-64.0% |
| Participant deferral / active EE | $4,587 | $5,955-23.0% | $5,202-11.8% | $5,983-23.3% |
| Admin fee / account holder | $2,061 | $17,079-87.9% | $13,987-85.3% | $11,252-81.7% |