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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 | $52,459 | $209,422-75.0% | $178,503-70.6% | $158,982-67.0% |
| Participation rate | 86.7% | 86.4%+0.3pp | 81.9%+4.7pp | 82.0%+4.7pp |
| Annual return | 8.91% | 188.81%-179.9pp | 151.12%-142.2pp | 302.99%-294.1pp |
| Employer contribution / active EE | $2,326 | $5,707-59.2% | $5,011-53.6% | $4,763-51.2% |
| Participant deferral / active EE | $6,642 | $5,955+11.5% | $5,202+27.7% | $5,983+11.0% |
| Admin fee / account holder | $6,351 | $17,079-62.8% | $13,987-54.6% | $11,252-43.6% |