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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 | $69,276 | $209,422-66.9% | $178,503-61.2% | $158,982-56.4% |
| Participation rate | 95.5% | 86.4%+9.1pp | 81.9%+13.5pp | 82.0%+13.5pp |
| Annual return | 14.34% | 188.81%-174.5pp | 151.12%-136.8pp | 302.99%-288.6pp |
| Employer contribution / active EE | $6,228 | $5,707+9.1% | $5,011+24.3% | $4,763+30.8% |
| Participant deferral / active EE | $4,967 | $5,955-16.6% | $5,202-4.5% | $5,983-17.0% |
| Admin fee / account holder | $362 | $17,079-97.9% | $13,987-97.4% | $11,252-96.8% |