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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 | $67,495 | $209,425-67.8% | $178,499-62.2% | $158,966-57.5% |
| Participation rate | 78.6% | 86.4%-7.8pp | 81.9%-3.4pp | 82.0%-3.4pp |
| Annual return | 24.96% | 188.80%-163.8pp | 151.10%-126.1pp | 302.95%-278.0pp |
| Employer contribution / active EE | $2,997 | $5,707-47.5% | $5,011-40.2% | $4,762-37.1% |
| Participant deferral / active EE | $6,414 | $5,955+7.7% | $5,202+23.3% | $5,983+7.2% |
| Admin fee / account holder | $405 | $17,078-97.6% | $13,986-97.1% | $11,250-96.4% |