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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 | $90,204 | $209,422-56.9% | $178,503-49.5% | $158,982-43.3% |
| Participation rate | 80.0% | 86.4%-6.4pp | 81.9%-1.9pp | 82.0%-2.0pp |
| Annual return | 28.21% | 188.81%-160.6pp | 151.12%-122.9pp | 302.99%-274.8pp |
| Employer contribution / active EE | $3,453 | $5,707-39.5% | $5,011-31.1% | $4,763-27.5% |
| Participant deferral / active EE | $9,004 | $5,955+51.2% | $5,202+73.1% | $5,983+50.5% |
| Admin fee / account holder | $1,026 | $17,079-94.0% | $13,987-92.7% | $11,252-90.9% |