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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 | $175,257-88.4% | $149,717-86.4% | $139,456-85.4% |
| Participation rate | 92.9% | 83.4%+9.5pp | 78.8%+14.1pp | 80.3%+12.5pp |
| Annual return | 16.59% | 166.70%-150.1pp | 134.41%-117.8pp | 373.45%-356.9pp |
| Employer contribution / active EE | $2,025 | $5,477-63.0% | $4,820-58.0% | $4,753-57.4% |
| Participant deferral / active EE | $3,477 | $6,521-46.7% | $5,682-38.8% | $6,711-48.2% |
| Admin fee / account holder | $1,715 | $16,156-89.4% | $13,213-87.0% | $11,407-85.0% |