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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 | $48,089 | $209,428-77.0% | $178,498-73.1% | $158,950-69.7% |
| Participation rate | 83.3% | 86.4%-3.0pp | 81.9%+1.4pp | 82.0%+1.4pp |
| Annual return | 15.16% | 188.78%-173.6pp | 151.09%-135.9pp | 302.91%-287.8pp |
| Employer contribution / active EE | $6,841 | $5,707+19.9% | $5,011+36.5% | $4,762+43.7% |
| Participant deferral / active EE | $7,886 | $5,955+32.4% | $5,202+51.6% | $5,983+31.8% |
| Admin fee / account holder | $6,745 | $17,077-60.5% | $13,985-51.8% | $11,248-40.0% |