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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 | $78,842 | $209,422-62.4% | $178,503-55.8% | $158,982-50.4% |
| Participation rate | 93.8% | 86.4%+7.4pp | 81.9%+11.8pp | 82.0%+11.8pp |
| Annual return | 22.62% | 188.81%-166.2pp | 151.12%-128.5pp | 302.99%-280.4pp |
| Employer contribution / active EE | $3,727 | $5,707-34.7% | $5,011-25.6% | $4,763-21.8% |
| Participant deferral / active EE | $7,734 | $5,955+29.9% | $5,202+48.7% | $5,983+29.2% |
| Admin fee / account holder | $1,317 | $17,079-92.3% | $13,987-90.6% | $11,252-88.3% |