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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 | $34,958 | $209,422-83.3% | $178,503-80.4% | $158,982-78.0% |
| Participation rate | 76.2% | 86.4%-10.2pp | 81.9%-5.7pp | 82.0%-5.8pp |
| Annual return | 23.65% | 188.81%-165.2pp | 151.12%-127.5pp | 302.99%-279.3pp |
| Employer contribution / active EE | $6,957 | $5,707+21.9% | $5,011+38.8% | $4,763+46.1% |
| Participant deferral / active EE | $5,526 | $5,955-7.2% | $5,202+6.2% | $5,983-7.6% |
| Admin fee / account holder | $475 | $17,079-97.2% | $13,987-96.6% | $11,252-95.8% |