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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 | $38,524 | $175,259-78.0% | $149,723-74.3% | $139,487-72.4% |
| Participation rate | 81.8% | 83.4%-1.6pp | 78.8%+3.0pp | 80.3%+1.5pp |
| Annual return | 16.49% | 166.82%-150.3pp | 134.50%-118.0pp | 373.84%-357.4pp |
| Employer contribution / active EE | $1,099 | $5,478-79.9% | $4,821-77.2% | $4,755-76.9% |
| Participant deferral / active EE | $2,180 | $6,522-66.6% | $5,682-61.6% | $6,713-67.5% |
| Admin fee / account holder | $1,147 | $16,158-92.9% | $13,215-91.3% | $11,407-89.9% |