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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 | $61,383 | $209,422-70.7% | $178,503-65.6% | $158,982-61.4% |
| Participation rate | 84.2% | 86.4%-2.1pp | 81.9%+2.3pp | 82.0%+2.2pp |
| Annual return | 12.80% | 188.81%-176.0pp | 151.12%-138.3pp | 302.99%-290.2pp |
| Employer contribution / active EE | $1,673 | $5,707-70.7% | $5,011-66.6% | $4,763-64.9% |
| Participant deferral / active EE | $3,260 | $5,955-45.3% | $5,202-37.3% | $5,983-45.5% |
| Admin fee / account holder | $8,842 | $17,079-48.2% | $13,987-36.8% | $11,252-21.4% |