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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 | $34,245 | $209,422-83.6% | $178,503-80.8% | $158,982-78.5% |
| Participation rate | 88.9% | 86.4%+2.5pp | 81.9%+7.0pp | 82.0%+6.9pp |
| Annual return | 25.74% | 188.81%-163.1pp | 151.12%-125.4pp | 302.99%-277.2pp |
| Employer contribution / active EE | $9,175 | $5,707+60.8% | $5,011+83.1% | $4,763+92.6% |
| Participant deferral / active EE | $14,811 | $5,955+148.7% | $5,202+184.7% | $5,983+147.5% |
| Admin fee / account holder | $4,402 | $17,079-74.2% | $13,987-68.5% | $11,252-60.9% |