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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 | $209,422-53.3% | $178,503-45.2% | $158,982-38.5% |
| Participation rate | 92.9% | 86.4%+6.5pp | 81.9%+10.9pp | 82.0%+10.9pp |
| Annual return | 17.08% | 188.81%-171.7pp | 151.12%-134.0pp | 302.99%-285.9pp |
| Employer contribution / active EE | $8,596 | $5,707+50.6% | $5,011+71.5% | $4,763+80.5% |
| Participant deferral / active EE | $4,400 | $5,955-26.1% | $5,202-15.4% | $5,983-26.5% |
| Admin fee / account holder | $2,007 | $17,079-88.2% | $13,987-85.7% | $11,252-82.2% |