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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 | $41,289 | $209,422-80.3% | $178,503-76.9% | $158,982-74.0% |
| Participation rate | 94.7% | 86.4%+8.4pp | 81.9%+12.8pp | 82.0%+12.8pp |
| Annual return | 14.13% | 188.81%-174.7pp | 151.12%-137.0pp | 302.99%-288.9pp |
| Employer contribution / active EE | $1,995 | $5,707-65.0% | $5,011-60.2% | $4,763-58.1% |
| Participant deferral / active EE | $2,777 | $5,955-53.4% | $5,202-46.6% | $5,983-53.6% |
| Admin fee / account holder | $1,534 | $17,079-91.0% | $13,987-89.0% | $11,252-86.4% |