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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 | $93,071 | $209,428-55.6% | $178,498-47.9% | $158,950-41.4% |
| Participation rate | 85.7% | 86.4%-0.6pp | 81.9%+3.8pp | 82.0%+3.8pp |
| Annual return | 12.40% | 188.78%-176.4pp | 151.09%-138.7pp | 302.91%-290.5pp |
| Employer contribution / active EE | $3,048 | $5,707-46.6% | $5,011-39.2% | $4,762-36.0% |
| Participant deferral / active EE | $5,342 | $5,955-10.3% | $5,202+2.7% | $5,983-10.7% |
| Admin fee / account holder | $1,355 | $17,077-92.1% | $13,985-90.3% | $11,248-88.0% |