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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 | $38,312 | $209,422-81.7% | $178,503-78.5% | $158,982-75.9% |
| Participation rate | 88.9% | 86.4%+2.5pp | 81.9%+7.0pp | 82.0%+6.9pp |
| Annual return | 16.98% | 188.81%-171.8pp | 151.12%-134.1pp | 302.99%-286.0pp |
| Employer contribution / active EE | $5,279 | $5,707-7.5% | $5,011+5.3% | $4,763+10.8% |
| Participant deferral / active EE | $5,780 | $5,955-2.9% | $5,202+11.1% | $5,983-3.4% |
| Admin fee / account holder | $935 | $17,079-94.5% | $13,987-93.3% | $11,252-91.7% |