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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 | $107,318 | $198,457-45.9% | $170,435-37.0% | $147,586-27.3% |
| Participation rate | 83.3% | 88.0%-4.6pp | 83.6%-0.3pp | 82.8%+0.5pp |
| Annual return | 16.48% | 257.30%-240.8pp | 205.94%-189.5pp | 578.59%-562.1pp |
| Employer contribution / active EE | $3,986 | $6,183-35.5% | $5,432-26.6% | $4,876-18.3% |
| Participant deferral / active EE | $4,867 | $5,629-13.6% | $4,939-1.5% | $5,439-10.5% |
| Admin fee / account holder | $996 | $16,852-94.1% | $13,881-92.8% | $10,886-90.9% |