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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 | $97,780 | $209,405-53.3% | $178,486-45.2% | $158,931-38.5% |
| Participation rate | 92.9% | 86.4%+6.5pp | 81.9%+10.9pp | 82.0%+10.9pp |
| Annual return | 17.08% | 188.77%-171.7pp | 151.08%-134.0pp | 302.86%-285.8pp |
| Employer contribution / active EE | $8,596 | $5,707+50.6% | $5,011+71.5% | $4,761+80.5% |
| Participant deferral / active EE | $4,400 | $5,954-26.1% | $5,202-15.4% | $5,982-26.5% |
| Admin fee / account holder | $2,007 | $17,076-88.2% | $13,985-85.6% | $11,247-82.2% |