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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 | $110,539 | $209,422-47.2% | $178,503-38.1% | $158,982-30.5% |
| Participation rate | 91.7% | 86.4%+5.3pp | 81.9%+9.7pp | 82.0%+9.7pp |
| Annual return | 15.39% | 188.81%-173.4pp | 151.12%-135.7pp | 302.99%-287.6pp |
| Employer contribution / active EE | $3,917 | $5,707-31.4% | $5,011-21.8% | $4,763-17.8% |
| Participant deferral / active EE | $5,701 | $5,955-4.3% | $5,202+9.6% | $5,983-4.7% |
| Admin fee / account holder | $26,940 | $17,079+57.7% | $13,987+92.6% | $11,252+139.4% |