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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 | $64,655 | $209,422-69.1% | $178,503-63.8% | $158,982-59.3% |
| Participation rate | 84.2% | 86.4%-2.1pp | 81.9%+2.3pp | 82.0%+2.2pp |
| Annual return | 25.41% | 188.81%-163.4pp | 151.12%-125.7pp | 302.99%-277.6pp |
| Employer contribution / active EE | $1,329 | $5,707-76.7% | $5,011-73.5% | $4,763-72.1% |
| Participant deferral / active EE | $2,158 | $5,955-63.8% | $5,202-58.5% | $5,983-63.9% |
| Admin fee / account holder | $23,998 | $17,079+40.5% | $13,987+71.6% | $11,252+113.3% |