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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 | $73,005 | $198,462-63.2% | $170,439-57.2% | $147,585-50.5% |
| Participation rate | 90.9% | 88.0%+2.9pp | 83.6%+7.3pp | 82.8%+8.1pp |
| Annual return | 13.42% | 257.30%-243.9pp | 205.94%-192.5pp | 578.58%-565.2pp |
| Employer contribution / active EE | $4,109 | $6,184-33.6% | $5,433-24.4% | $4,876-15.7% |
| Participant deferral / active EE | $7,591 | $5,629+34.9% | $4,939+53.7% | $5,439+39.6% |
| Admin fee / account holder | $2,167 | $16,852-87.1% | $13,881-84.4% | $10,886-80.1% |