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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 | $83,193 | $209,428-60.3% | $178,498-53.4% | $158,950-47.7% |
| Participation rate | 84.2% | 86.4%-2.1pp | 81.9%+2.3pp | 82.0%+2.2pp |
| Annual return | 18.16% | 188.78%-170.6pp | 151.09%-132.9pp | 302.91%-284.8pp |
| Employer contribution / active EE | $1,932 | $5,707-66.1% | $5,011-61.4% | $4,762-59.4% |
| Participant deferral / active EE | $8,794 | $5,955+47.7% | $5,202+69.0% | $5,983+47.0% |
| Admin fee / account holder | $2,192 | $17,077-87.2% | $13,985-84.3% | $11,248-80.5% |