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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 | $45,838 | $209,422-78.1% | $178,503-74.3% | $158,982-71.2% |
| Participation rate | 90.9% | 86.4%+4.6pp | 81.9%+9.0pp | 82.0%+8.9pp |
| Annual return | 10.02% | 188.81%-178.8pp | 151.12%-141.1pp | 302.99%-293.0pp |
| Employer contribution / active EE | $3,305 | $5,707-42.1% | $5,011-34.1% | $4,763-30.6% |
| Participant deferral / active EE | $4,506 | $5,955-24.3% | $5,202-13.4% | $5,983-24.7% |
| Admin fee / account holder | $6,395 | $17,079-62.6% | $13,987-54.3% | $11,252-43.2% |