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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 | $34,214 | $209,422-83.7% | $178,503-80.8% | $158,982-78.5% |
| Participation rate | 77.8% | 86.4%-8.6pp | 81.9%-4.2pp | 82.0%-4.2pp |
| Annual return | 13.88% | 188.81%-174.9pp | 151.12%-137.2pp | 302.99%-289.1pp |
| Employer contribution / active EE | $2,123 | $5,707-62.8% | $5,011-57.6% | $4,763-55.4% |
| Participant deferral / active EE | $7,042 | $5,955+18.2% | $5,202+35.4% | $5,983+17.7% |
| Admin fee / account holder | $1,224 | $17,079-92.8% | $13,987-91.3% | $11,252-89.1% |