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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 | $56,501 | $209,425-73.0% | $178,499-68.3% | $158,966-64.5% |
| Participation rate | 83.3% | 86.4%-3.0pp | 81.9%+1.4pp | 82.0%+1.4pp |
| Annual return | 9.83% | 188.80%-179.0pp | 151.10%-141.3pp | 302.95%-293.1pp |
| Employer contribution / active EE | $2,946 | $5,707-48.4% | $5,011-41.2% | $4,762-38.2% |
| Participant deferral / active EE | $4,481 | $5,955-24.8% | $5,202-13.9% | $5,983-25.1% |
| Admin fee / account holder | $2,932 | $17,078-82.8% | $13,986-79.0% | $11,250-73.9% |