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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 | $204,703 | $175,231+16.8% | $149,696+36.7% | $139,466+46.8% |
| Participation rate | 81.8% | 83.4%-1.6pp | 78.8%+3.0pp | 80.3%+1.5pp |
| Annual return | 24.04% | 166.77%-142.7pp | 134.46%-110.4pp | 373.66%-349.6pp |
| Employer contribution / active EE | $1,516 | $5,478-72.3% | $4,821-68.6% | $4,754-68.1% |
| Participant deferral / active EE | $3,553 | $6,521-45.5% | $5,682-37.5% | $6,712-47.1% |
| Admin fee / account holder | $1,349 | $16,155-91.6% | $13,212-89.8% | $11,409-88.2% |