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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 | $43,373 | $175,259-75.3% | $149,723-71.0% | $139,487-68.9% |
| Participation rate | 92.3% | 83.4%+8.9pp | 78.8%+13.5pp | 80.3%+12.0pp |
| Annual return | 15.81% | 166.82%-151.0pp | 134.50%-118.7pp | 373.84%-358.0pp |
| Employer contribution / active EE | $1,701 | $5,478-69.0% | $4,821-64.7% | $4,755-64.2% |
| Participant deferral / active EE | $3,520 | $6,522-46.0% | $5,682-38.1% | $6,713-47.6% |
| Admin fee / account holder | $381 | $16,158-97.6% | $13,215-97.1% | $11,407-96.7% |