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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 | $53,352 | $217,427-75.5% | $185,837-71.3% | $167,518-68.2% |
| Participation rate | 88.2% | 86.0%+2.2pp | 81.7%+6.5pp | 82.1%+6.1pp |
| Annual return | 12.03% | 148.39%-136.4pp | 122.08%-110.1pp | 478.71%-466.7pp |
| Employer contribution / active EE | $3,686 | $5,874-37.2% | $5,168-28.7% | $4,838-23.8% |
| Participant deferral / active EE | $7,433 | $6,357+16.9% | $5,568+33.5% | $6,342+17.2% |
| Admin fee / account holder | $29,343 | $19,816+48.1% | $16,241+80.7% | $12,312+138.3% |