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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 | $93,324 | $209,422-55.4% | $178,503-47.7% | $158,982-41.3% |
| Participation rate | 83.3% | 86.4%-3.0pp | 81.9%+1.4pp | 82.0%+1.4pp |
| Annual return | 24.25% | 188.81%-164.6pp | 151.12%-126.9pp | 302.99%-278.7pp |
| Employer contribution / active EE | $1,707 | $5,707-70.1% | $5,011-65.9% | $4,763-64.2% |
| Participant deferral / active EE | $3,505 | $5,955-41.1% | $5,202-32.6% | $5,983-41.4% |
| Admin fee / account holder | $23,648 | $17,079+38.5% | $13,987+69.1% | $11,252+110.2% |