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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 | $66,136 | $209,422-68.4% | $178,503-62.9% | $158,982-58.4% |
| Participation rate | 87.5% | 86.4%+1.1pp | 81.9%+5.6pp | 82.0%+5.5pp |
| Annual return | 16.28% | 188.81%-172.5pp | 151.12%-134.8pp | 302.99%-286.7pp |
| Employer contribution / active EE | $3,919 | $5,707-31.3% | $5,011-21.8% | $4,763-17.7% |
| Participant deferral / active EE | $4,630 | $5,955-22.2% | $5,202-11.0% | $5,983-22.6% |
| Admin fee / account holder | $311 | $17,079-98.2% | $13,987-97.8% | $11,252-97.2% |