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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 | $48,177 | $209,422-77.0% | $178,503-73.0% | $158,982-69.7% |
| Participation rate | 85.7% | 86.4%-0.6pp | 81.9%+3.8pp | 82.0%+3.7pp |
| Annual return | 9.19% | 188.81%-179.6pp | 151.12%-141.9pp | 302.99%-293.8pp |
| Employer contribution / active EE | $3,616 | $5,707-36.6% | $5,011-27.8% | $4,763-24.1% |
| Participant deferral / active EE | $6,502 | $5,955+9.2% | $5,202+25.0% | $5,983+8.7% |
| Admin fee / account holder | $706 | $17,079-95.9% | $13,987-95.0% | $11,252-93.7% |