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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 | $91,030 | $209,422-56.5% | $178,503-49.0% | $158,982-42.7% |
| Participation rate | 84.6% | 86.4%-1.7pp | 81.9%+2.7pp | 82.0%+2.6pp |
| Annual return | 24.17% | 188.81%-164.6pp | 151.12%-126.9pp | 302.99%-278.8pp |
| Employer contribution / active EE | $1,933 | $5,707-66.1% | $5,011-61.4% | $4,763-59.4% |
| Participant deferral / active EE | $3,815 | $5,955-35.9% | $5,202-26.7% | $5,983-36.2% |
| Admin fee / account holder | $2,946 | $17,079-82.8% | $13,987-78.9% | $11,252-73.8% |