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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 | $81,630 | $111,535-26.8% | $105,223-22.4% | $137,256-40.5% |
| Participation rate | 92.9% | 78.1%+14.8pp | 75.0%+17.8pp | 80.0%+12.9pp |
| Annual return | 14.74% | 237.85%-223.1pp | 180.65%-165.9pp | 220.34%-205.6pp |
| Employer contribution / active EE | $1,947 | $3,939-50.6% | $3,689-47.2% | $4,156-53.2% |
| Participant deferral / active EE | $5,700 | $5,500+3.6% | $5,072+12.4% | $6,407-11.0% |
| Admin fee / account holder | $418 | $9,721-95.7% | $8,859-95.3% | $12,270-96.6% |