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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 | $45,055 | $209,422-78.5% | $178,503-74.8% | $158,982-71.7% |
| Participation rate | 91.7% | 86.4%+5.3pp | 81.9%+9.7pp | 82.0%+9.7pp |
| Annual return | 11.56% | 188.81%-177.3pp | 151.12%-139.6pp | 302.99%-291.4pp |
| Employer contribution / active EE | $1,168 | $5,707-79.5% | $5,011-76.7% | $4,763-75.5% |
| Participant deferral / active EE | $2,843 | $5,955-52.3% | $5,202-45.3% | $5,983-52.5% |
| Admin fee / account holder | $3,342 | $17,079-80.4% | $13,987-76.1% | $11,252-70.3% |