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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 | $38,103 | $209,422-81.8% | $178,503-78.7% | $158,982-76.0% |
| Participation rate | 90.9% | 86.4%+4.6pp | 81.9%+9.0pp | 82.0%+8.9pp |
| Annual return | 10.84% | 188.81%-178.0pp | 151.12%-140.3pp | 302.99%-292.1pp |
| Employer contribution / active EE | $1,354 | $5,707-76.3% | $5,011-73.0% | $4,763-71.6% |
| Participant deferral / active EE | $5,816 | $5,955-2.3% | $5,202+11.8% | $5,983-2.8% |
| Admin fee / account holder | $5,200 | $17,079-69.6% | $13,987-62.8% | $11,252-53.8% |