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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 | $32,530 | $209,425-84.5% | $178,499-81.8% | $158,966-79.5% |
| Participation rate | 91.7% | 86.4%+5.3pp | 81.9%+9.7pp | 82.0%+9.7pp |
| Annual return | 9.97% | 188.80%-178.8pp | 151.10%-141.1pp | 302.95%-293.0pp |
| Employer contribution / active EE | $8,705 | $5,707+52.5% | $5,011+73.7% | $4,762+82.8% |
| Participant deferral / active EE | $4,185 | $5,955-29.7% | $5,202-19.6% | $5,983-30.1% |
| Admin fee / account holder | $16,368 | $17,078-4.2% | $13,986+17.0% | $11,250+45.5% |