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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 | $33,480 | $209,422-84.0% | $178,503-81.2% | $158,982-78.9% |
| Participation rate | 85.7% | 86.4%-0.6pp | 81.9%+3.8pp | 82.0%+3.7pp |
| Annual return | 7.01% | 188.81%-181.8pp | 151.12%-144.1pp | 302.99%-296.0pp |
| Employer contribution / active EE | $2,919 | $5,707-48.9% | $5,011-41.8% | $4,763-38.7% |
| Participant deferral / active EE | $2,951 | $5,955-50.4% | $5,202-43.3% | $5,983-50.7% |
| Admin fee / account holder | $11,589 | $17,079-32.1% | $13,987-17.1% | $11,252+3.0% |