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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 | $73,373 | $209,422-65.0% | $178,503-58.9% | $158,982-53.8% |
| Participation rate | 94.1% | 86.4%+7.8pp | 81.9%+12.2pp | 82.0%+12.2pp |
| Annual return | 15.47% | 188.81%-173.3pp | 151.12%-135.6pp | 302.99%-287.5pp |
| Employer contribution / active EE | $2,292 | $5,707-59.8% | $5,011-54.3% | $4,763-51.9% |
| Participant deferral / active EE | $6,050 | $5,955+1.6% | $5,202+16.3% | $5,983+1.1% |
| Admin fee / account holder | $1,940 | $17,079-88.6% | $13,987-86.1% | $11,252-82.8% |