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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 | $61,682 | $209,425-70.5% | $178,499-65.4% | $158,966-61.2% |
| Participation rate | 91.7% | 86.4%+5.3pp | 81.9%+9.7pp | 82.0%+9.7pp |
| Annual return | 14.95% | 188.80%-173.8pp | 151.10%-136.2pp | 302.95%-288.0pp |
| Employer contribution / active EE | $2,460 | $5,707-56.9% | $5,011-50.9% | $4,762-48.3% |
| Participant deferral / active EE | $5,627 | $5,955-5.5% | $5,202+8.2% | $5,983-6.0% |
| Admin fee / account holder | $32,375 | $17,078+89.6% | $13,986+131.5% | $11,250+187.8% |