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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 | $82,868 | $217,427-61.9% | $185,837-55.4% | $167,518-50.5% |
| Participation rate | 90.9% | 86.0%+4.9pp | 81.7%+9.2pp | 82.1%+8.8pp |
| Annual return | 16.99% | 148.39%-131.4pp | 122.08%-105.1pp | 478.71%-461.7pp |
| Employer contribution / active EE | $2,605 | $5,874-55.7% | $5,168-49.6% | $4,838-46.2% |
| Participant deferral / active EE | $7,062 | $6,357+11.1% | $5,568+26.8% | $6,342+11.4% |
| Admin fee / account holder | $2,046 | $19,816-89.7% | $16,241-87.4% | $12,312-83.4% |