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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 | $32,626 | $209,422-84.4% | $178,503-81.7% | $158,982-79.5% |
| Participation rate | 80.0% | 86.4%-6.4pp | 81.9%-1.9pp | 82.0%-2.0pp |
| Annual return | 12.01% | 188.81%-176.8pp | 151.12%-139.1pp | 302.99%-291.0pp |
| Employer contribution / active EE | $7,511 | $5,707+31.6% | $5,011+49.9% | $4,763+57.7% |
| Participant deferral / active EE | $7,306 | $5,955+22.7% | $5,202+40.4% | $5,983+22.1% |
| Admin fee / account holder | $2,449 | $17,079-85.7% | $13,987-82.5% | $11,252-78.2% |