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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 | $38,297 | $226,105-83.1% | $182,540-79.0% | $152,897-75.0% |
| Participation rate | 83.3% | 82.5%+0.9pp | 78.0%+5.4pp | 82.5%+0.9pp |
| Annual return | 21.86% | 192.58%-170.7pp | 148.58%-126.7pp | 345.43%-323.6pp |
| Employer contribution / active EE | $1,836 | $4,978-63.1% | $4,076-55.0% | $4,764-61.5% |
| Participant deferral / active EE | $3,687 | $6,370-42.1% | $5,525-33.3% | $5,851-37.0% |
| Admin fee / account holder | $1,336 | $10,706-87.5% | $8,593-84.5% | $11,599-88.5% |