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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 | $38,969 | $209,425-81.4% | $178,499-78.2% | $158,966-75.5% |
| Participation rate | 90.0% | 86.4%+3.6pp | 81.9%+8.1pp | 82.0%+8.0pp |
| Annual return | 27.52% | 188.80%-161.3pp | 151.10%-123.6pp | 302.95%-275.4pp |
| Employer contribution / active EE | $1,264 | $5,707-77.8% | $5,011-74.8% | $4,762-73.5% |
| Participant deferral / active EE | $7,762 | $5,955+30.3% | $5,202+49.2% | $5,983+29.7% |
| Admin fee / account holder | $1,834 | $17,078-89.3% | $13,986-86.9% | $11,250-83.7% |