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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 | $209,428-55.4% | $178,498-47.7% | $158,950-41.3% |
| Participation rate | 83.3% | 86.4%-3.0pp | 81.9%+1.4pp | 82.0%+1.4pp |
| Annual return | 24.25% | 188.78%-164.5pp | 151.09%-126.8pp | 302.91%-278.7pp |
| Employer contribution / active EE | $1,707 | $5,707-70.1% | $5,011-65.9% | $4,762-64.2% |
| Participant deferral / active EE | $3,505 | $5,955-41.1% | $5,202-32.6% | $5,983-41.4% |
| Admin fee / account holder | $23,648 | $17,077+38.5% | $13,985+69.1% | $11,248+110.2% |