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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 | $65,731 | $209,422-68.6% | $178,503-63.2% | $158,982-58.7% |
| Participation rate | 88.2% | 86.4%+1.9pp | 81.9%+6.3pp | 82.0%+6.3pp |
| Annual return | 14.79% | 188.81%-174.0pp | 151.12%-136.3pp | 302.99%-288.2pp |
| Employer contribution / active EE | $1,499 | $5,707-73.7% | $5,011-70.1% | $4,763-68.5% |
| Participant deferral / active EE | $3,898 | $5,955-34.5% | $5,202-25.1% | $5,983-34.8% |
| Admin fee / account holder | $7,882 | $17,079-53.8% | $13,987-43.6% | $11,252-29.9% |