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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 | $33,015 | $209,425-84.2% | $178,499-81.5% | $158,966-79.2% |
| Participation rate | 94.7% | 86.4%+8.4pp | 81.9%+12.8pp | 82.0%+12.8pp |
| Annual return | 13.83% | 188.80%-175.0pp | 151.10%-137.3pp | 302.95%-289.1pp |
| Employer contribution / active EE | $3,561 | $5,707-37.6% | $5,011-28.9% | $4,762-25.2% |
| Participant deferral / active EE | $5,010 | $5,955-15.9% | $5,202-3.7% | $5,983-16.3% |
| Admin fee / account holder | $719 | $17,078-95.8% | $13,986-94.9% | $11,250-93.6% |