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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 | $33,052 | $209,422-84.2% | $178,503-81.5% | $158,982-79.2% |
| Participation rate | 91.7% | 86.4%+5.3pp | 81.9%+9.7pp | 82.0%+9.7pp |
| Annual return | 54.16% | 188.81%-134.6pp | 151.12%-97.0pp | 302.99%-248.8pp |
| Employer contribution / active EE | $2,837 | $5,707-50.3% | $5,011-43.4% | $4,763-40.4% |
| Participant deferral / active EE | $7,699 | $5,955+29.3% | $5,202+48.0% | $5,983+28.7% |
| Admin fee / account holder | $7,119 | $17,079-58.3% | $13,987-49.1% | $11,252-36.7% |