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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 | $34,321 | $202,440-83.0% | $169,390-79.7% | $139,466-75.4% |
| Participation rate | 88.2% | 81.1%+7.1pp | 77.2%+11.1pp | 80.3%+7.9pp |
| Annual return | 16.91% | 532.36%-515.5pp | 406.07%-389.2pp | 373.66%-356.7pp |
| Employer contribution / active EE | $1,802 | $4,693-61.6% | $4,013-55.1% | $4,754-62.1% |
| Participant deferral / active EE | $6,299 | $6,940-9.2% | $6,222+1.2% | $6,712-6.2% |
| Admin fee / account holder | $6,991 | $10,722-34.8% | $9,015-22.4% | $11,409-38.7% |