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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 | $121,245 | $102,595+18.2% | $94,057+28.9% | $154,746-21.6% |
| Participation rate | 75.0% | 76.0%-1.0pp | 73.3%+1.7pp | 80.7%-5.7pp |
| Annual return | 12.17% | 583.42%-571.2pp | 480.62%-468.4pp | 172.34%-160.2pp |
| Employer contribution / active EE | $1,446 | $3,147-54.1% | $2,933-50.7% | $4,379-67.0% |
| Participant deferral / active EE | $1,846 | $5,118-63.9% | $4,709-60.8% | $6,730-72.6% |
| Admin fee / account holder | $1,000 | $7,736-87.1% | $7,244-86.2% | $14,365-93.0% |