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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 | $78,018 | $209,422-62.7% | $178,503-56.3% | $158,982-50.9% |
| Participation rate | 95.2% | 86.4%+8.9pp | 81.9%+13.3pp | 82.0%+13.3pp |
| Annual return | 7.64% | 188.81%-181.2pp | 151.12%-143.5pp | 302.99%-295.3pp |
| Employer contribution / active EE | $5,053 | $5,707-11.5% | $5,011+0.8% | $4,763+6.1% |
| Participant deferral / active EE | $3,753 | $5,955-37.0% | $5,202-27.9% | $5,983-37.3% |
| Admin fee / account holder | $822 | $17,079-95.2% | $13,987-94.1% | $11,252-92.7% |