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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 | $72,068 | $175,257-58.9% | $149,717-51.9% | $139,456-48.3% |
| Participation rate | 80.0% | 83.4%-3.4pp | 78.8%+1.2pp | 80.3%-0.3pp |
| Annual return | 17.22% | 166.70%-149.5pp | 134.41%-117.2pp | 373.45%-356.2pp |
| Employer contribution / active EE | $1,657 | $5,477-69.7% | $4,820-65.6% | $4,753-65.1% |
| Participant deferral / active EE | $5,271 | $6,521-19.2% | $5,682-7.2% | $6,711-21.5% |
| Admin fee / account holder | $505 | $16,156-96.9% | $13,213-96.2% | $11,407-95.6% |