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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 | $96,729 | $198,457-51.3% | $170,435-43.2% | $147,586-34.5% |
| Participation rate | 90.0% | 88.0%+2.0pp | 83.6%+6.4pp | 82.8%+7.2pp |
| Annual return | 14.07% | 257.30%-243.2pp | 205.94%-191.9pp | 578.59%-564.5pp |
| Employer contribution / active EE | $2,142 | $6,183-65.4% | $5,432-60.6% | $4,876-56.1% |
| Participant deferral / active EE | $7,066 | $5,629+25.5% | $4,939+43.1% | $5,439+29.9% |
| Admin fee / account holder | $2,212 | $16,852-86.9% | $13,881-84.1% | $10,886-79.7% |