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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 | $109,120 | $209,422-47.9% | $178,503-38.9% | $158,982-31.4% |
| Participation rate | 92.3% | 86.4%+6.0pp | 81.9%+10.4pp | 82.0%+10.3pp |
| Annual return | 14.01% | 188.81%-174.8pp | 151.12%-137.1pp | 302.99%-289.0pp |
| Employer contribution / active EE | $1,921 | $5,707-66.3% | $5,011-61.7% | $4,763-59.7% |
| Participant deferral / active EE | $3,309 | $5,955-44.4% | $5,202-36.4% | $5,983-44.7% |
| Admin fee / account holder | $861 | $17,079-95.0% | $13,987-93.8% | $11,252-92.3% |