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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 | $54,394 | $209,422-74.0% | $178,503-69.5% | $158,982-65.8% |
| Participation rate | 91.7% | 86.4%+5.3pp | 81.9%+9.7pp | 82.0%+9.7pp |
| Annual return | 10.54% | 188.81%-178.3pp | 151.12%-140.6pp | 302.99%-292.4pp |
| Employer contribution / active EE | $3,072 | $5,707-46.2% | $5,011-38.7% | $4,763-35.5% |
| Participant deferral / active EE | $4,411 | $5,955-25.9% | $5,202-15.2% | $5,983-26.3% |
| Admin fee / account holder | $633 | $17,079-96.3% | $13,987-95.5% | $11,252-94.4% |