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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 | $20,382 | $175,231-88.4% | $149,696-86.4% | $139,466-85.4% |
| Participation rate | 92.9% | 83.4%+9.5pp | 78.8%+14.1pp | 80.3%+12.5pp |
| Annual return | 16.59% | 166.77%-150.2pp | 134.46%-117.9pp | 373.66%-357.1pp |
| Employer contribution / active EE | $2,025 | $5,478-63.0% | $4,821-58.0% | $4,754-57.4% |
| Participant deferral / active EE | $3,477 | $6,521-46.7% | $5,682-38.8% | $6,712-48.2% |
| Admin fee / account holder | $1,715 | $16,155-89.4% | $13,212-87.0% | $11,409-85.0% |