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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 | $69,080 | $209,428-67.0% | $178,498-61.3% | $158,950-56.5% |
| Participation rate | 94.7% | 86.4%+8.4pp | 81.9%+12.8pp | 82.0%+12.8pp |
| Annual return | 14.34% | 188.78%-174.4pp | 151.09%-136.8pp | 302.91%-288.6pp |
| Employer contribution / active EE | $7,582 | $5,707+32.8% | $5,011+51.3% | $4,762+59.2% |
| Participant deferral / active EE | $5,563 | $5,955-6.6% | $5,202+6.9% | $5,983-7.0% |
| Admin fee / account holder | $93,351 | $17,077+446.6% | $13,985+567.5% | $11,248+729.9% |