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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 | $54,744 | $198,457-72.4% | $170,435-67.9% | $147,586-62.9% |
| Participation rate | 92.3% | 88.0%+4.3pp | 83.6%+8.7pp | 82.8%+9.5pp |
| Annual return | 18.46% | 257.30%-238.8pp | 205.94%-187.5pp | 578.59%-560.1pp |
| Employer contribution / active EE | $2,105 | $6,183-66.0% | $5,432-61.3% | $4,876-56.8% |
| Participant deferral / active EE | $2,603 | $5,629-53.8% | $4,939-47.3% | $5,439-52.1% |
| Admin fee / account holder | $4,394 | $16,852-73.9% | $13,881-68.3% | $10,886-59.6% |