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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 | $71,564 | $209,422-65.8% | $178,503-59.9% | $158,982-55.0% |
| Participation rate | 93.3% | 86.4%+7.0pp | 81.9%+11.4pp | 82.0%+11.4pp |
| Annual return | 25.93% | 188.81%-162.9pp | 151.12%-125.2pp | 302.99%-277.1pp |
| Employer contribution / active EE | $3,653 | $5,707-36.0% | $5,011-27.1% | $4,763-23.3% |
| Participant deferral / active EE | $3,505 | $5,955-41.1% | $5,202-32.6% | $5,983-41.4% |
| Admin fee / account holder | $693 | $17,079-95.9% | $13,987-95.0% | $11,252-93.8% |