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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 | $54,103 | $209,422-74.2% | $178,503-69.7% | $158,982-66.0% |
| Participation rate | 84.2% | 86.4%-2.1pp | 81.9%+2.3pp | 82.0%+2.2pp |
| Annual return | 18.84% | 188.81%-170.0pp | 151.12%-132.3pp | 302.99%-284.1pp |
| Employer contribution / active EE | $1,551 | $5,707-72.8% | $5,011-69.1% | $4,763-67.4% |
| Participant deferral / active EE | $4,231 | $5,955-28.9% | $5,202-18.7% | $5,983-29.3% |
| Admin fee / account holder | $3,870 | $17,079-77.3% | $13,987-72.3% | $11,252-65.6% |