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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 | $32,596 | $209,425-84.4% | $178,499-81.7% | $158,966-79.5% |
| Participation rate | 90.0% | 86.4%+3.6pp | 81.9%+8.1pp | 82.0%+8.0pp |
| Annual return | 14.52% | 188.80%-174.3pp | 151.10%-136.6pp | 302.95%-288.4pp |
| Employer contribution / active EE | $1,296 | $5,707-77.3% | $5,011-74.1% | $4,762-72.8% |
| Participant deferral / active EE | $2,601 | $5,955-56.3% | $5,202-50.0% | $5,983-56.5% |
| Admin fee / account holder | $1,342 | $17,078-92.1% | $13,986-90.4% | $11,250-88.1% |