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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 | $133,700 | $209,405-36.2% | $178,486-25.1% | $158,931-15.9% |
| Participation rate | 88.2% | 86.4%+1.9pp | 81.9%+6.3pp | 82.0%+6.3pp |
| Annual return | 13.95% | 188.77%-174.8pp | 151.08%-137.1pp | 302.86%-288.9pp |
| Employer contribution / active EE | $1,621 | $5,707-71.6% | $5,011-67.6% | $4,761-66.0% |
| Participant deferral / active EE | $4,147 | $5,954-30.3% | $5,202-20.3% | $5,982-30.7% |
| Admin fee / account holder | $1,020 | $17,076-94.0% | $13,985-92.7% | $11,247-90.9% |