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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 | $89,090 | $209,425-57.5% | $178,499-50.1% | $158,966-44.0% |
| Participation rate | 95.5% | 86.4%+9.1pp | 81.9%+13.5pp | 82.0%+13.5pp |
| Annual return | 20.54% | 188.80%-168.3pp | 151.10%-130.6pp | 302.95%-282.4pp |
| Employer contribution / active EE | $3,012 | $5,707-47.2% | $5,011-39.9% | $4,762-36.7% |
| Participant deferral / active EE | $4,402 | $5,955-26.1% | $5,202-15.4% | $5,983-26.4% |
| Admin fee / account holder | $482 | $17,078-97.2% | $13,986-96.6% | $11,250-95.7% |