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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 | $31,996 | $175,259-81.7% | $149,723-78.6% | $139,487-77.1% |
| Participation rate | 88.9% | 83.4%+5.5pp | 78.8%+10.1pp | 80.3%+8.6pp |
| Annual return | 29.03% | 166.82%-137.8pp | 134.50%-105.5pp | 373.84%-344.8pp |
| Employer contribution / active EE | $1,798 | $5,478-67.2% | $4,821-62.7% | $4,755-62.2% |
| Participant deferral / active EE | $7,870 | $6,522+20.7% | $5,682+38.5% | $6,713+17.2% |
| Admin fee / account holder | $11,627 | $16,158-28.0% | $13,215-12.0% | $11,407+1.9% |