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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 | $109,273 | $226,105-51.7% | $182,540-40.1% | $152,897-28.5% |
| Participation rate | 80.0% | 82.5%-2.5pp | 78.0%+2.0pp | 82.5%-2.5pp |
| Annual return | 24.98% | 192.58%-167.6pp | 148.58%-123.6pp | 345.43%-320.5pp |
| Employer contribution / active EE | $13,346 | $4,978+168.1% | $4,076+227.5% | $4,764+180.2% |
| Participant deferral / active EE | $5,749 | $6,370-9.7% | $5,525+4.1% | $5,851-1.7% |
| Admin fee / account holder | $1,815 | $10,706-83.0% | $8,593-78.9% | $11,599-84.4% |