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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 | $60,532 | $209,425-71.1% | $178,499-66.1% | $158,966-61.9% |
| Participation rate | 83.3% | 86.4%-3.0pp | 81.9%+1.4pp | 82.0%+1.4pp |
| Annual return | 14.33% | 188.80%-174.5pp | 151.10%-136.8pp | 302.95%-288.6pp |
| Employer contribution / active EE | $8,657 | $5,707+51.7% | $5,011+72.7% | $4,762+81.8% |
| Participant deferral / active EE | $3,088 | $5,955-48.1% | $5,202-40.6% | $5,983-48.4% |
| Admin fee / account holder | $467 | $17,078-97.3% | $13,986-96.7% | $11,250-95.8% |