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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 | $70,553 | $198,457-64.4% | $170,435-58.6% | $147,586-52.2% |
| Participation rate | 93.3% | 88.0%+5.4pp | 83.6%+9.7pp | 82.8%+10.5pp |
| Annual return | 17.43% | 257.30%-239.9pp | 205.94%-188.5pp | 578.59%-561.2pp |
| Employer contribution / active EE | $1,968 | $6,183-68.2% | $5,432-63.8% | $4,876-59.6% |
| Participant deferral / active EE | $3,934 | $5,629-30.1% | $4,939-20.4% | $5,439-27.7% |
| Admin fee / account holder | $1,594 | $16,852-90.5% | $13,881-88.5% | $10,886-85.4% |