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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 | $58,001 | $209,425-72.3% | $178,499-67.5% | $158,966-63.5% |
| Participation rate | 90.0% | 86.4%+3.6pp | 81.9%+8.1pp | 82.0%+8.0pp |
| Annual return | 6.82% | 188.80%-182.0pp | 151.10%-144.3pp | 302.95%-296.1pp |
| Employer contribution / active EE | $1,288 | $5,707-77.4% | $5,011-74.3% | $4,762-73.0% |
| Participant deferral / active EE | $4,216 | $5,955-29.2% | $5,202-19.0% | $5,983-29.5% |
| Admin fee / account holder | $3,886 | $17,078-77.2% | $13,986-72.2% | $11,250-65.5% |