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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 | $39,077 | $209,422-81.3% | $178,503-78.1% | $158,982-75.4% |
| Participation rate | 93.8% | 86.4%+7.4pp | 81.9%+11.8pp | 82.0%+11.8pp |
| Annual return | 9.13% | 188.81%-179.7pp | 151.12%-142.0pp | 302.99%-293.9pp |
| Employer contribution / active EE | $1,488 | $5,707-73.9% | $5,011-70.3% | $4,763-68.7% |
| Participant deferral / active EE | $6,129 | $5,955+2.9% | $5,202+17.8% | $5,983+2.4% |
| Admin fee / account holder | $3,877 | $17,079-77.3% | $13,987-72.3% | $11,252-65.5% |