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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 | $35,085 | $159,978-78.1% | $147,041-76.1% | $145,978-76.0% |
| Participation rate | 84.2% | 84.0%+0.2pp | 82.2%+2.0pp | 80.3%+3.9pp |
| Annual return | 11.67% | 98.36%-86.7pp | 419.21%-407.5pp | 550.52%-538.8pp |
| Employer contribution / active EE | $2,339 | $5,288-55.8% | $4,935-52.6% | $4,662-49.8% |
| Participant deferral / active EE | $3,637 | $8,429-56.8% | $8,071-54.9% | $6,690-45.6% |
| Admin fee / account holder | $637 | $15,053-95.8% | $13,006-95.1% | $13,400-95.2% |