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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 | $57,293 | $209,422-72.6% | $178,503-67.9% | $158,982-64.0% |
| Participation rate | 80.0% | 86.4%-6.4pp | 81.9%-1.9pp | 82.0%-2.0pp |
| Annual return | 21.22% | 188.81%-167.6pp | 151.12%-129.9pp | 302.99%-281.8pp |
| Employer contribution / active EE | $7,765 | $5,707+36.1% | $5,011+54.9% | $4,763+63.0% |
| Participant deferral / active EE | $5,612 | $5,955-5.8% | $5,202+7.9% | $5,983-6.2% |
| Admin fee / account holder | $1,844 | $17,079-89.2% | $13,987-86.8% | $11,252-83.6% |