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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 | $89,187 | $209,422-57.4% | $178,503-50.0% | $158,982-43.9% |
| Participation rate | 87.0% | 86.4%+0.6pp | 81.9%+5.0pp | 82.0%+5.0pp |
| Annual return | 15.90% | 188.81%-172.9pp | 151.12%-135.2pp | 302.99%-287.1pp |
| Employer contribution / active EE | $2,252 | $5,707-60.5% | $5,011-55.1% | $4,763-52.7% |
| Participant deferral / active EE | $5,424 | $5,955-8.9% | $5,202+4.3% | $5,983-9.4% |
| Admin fee / account holder | $1,463 | $17,079-91.4% | $13,987-89.5% | $11,252-87.0% |