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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 | $46,400 | $209,422-77.8% | $178,503-74.0% | $158,982-70.8% |
| Participation rate | 80.0% | 86.4%-6.4pp | 81.9%-1.9pp | 82.0%-2.0pp |
| Annual return | 12.26% | 188.81%-176.5pp | 151.12%-138.9pp | 302.99%-290.7pp |
| Employer contribution / active EE | $9,100 | $5,707+59.5% | $5,011+81.6% | $4,763+91.1% |
| Participant deferral / active EE | $7,130 | $5,955+19.7% | $5,202+37.0% | $5,983+19.2% |
| Admin fee / account holder | $18,691 | $17,079+9.4% | $13,987+33.6% | $11,252+66.1% |