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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 | $36,340 | $209,425-82.6% | $178,499-79.6% | $158,966-77.1% |
| Participation rate | 85.7% | 86.4%-0.6pp | 81.9%+3.8pp | 82.0%+3.8pp |
| Annual return | 11.11% | 188.80%-177.7pp | 151.10%-140.0pp | 302.95%-291.8pp |
| Employer contribution / active EE | $1,867 | $5,707-67.3% | $5,011-62.7% | $4,762-60.8% |
| Participant deferral / active EE | $10,880 | $5,955+82.7% | $5,202+109.1% | $5,983+81.9% |
| Admin fee / account holder | $22,479 | $17,078+31.6% | $13,986+60.7% | $11,250+99.8% |