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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 | $36,793 | $183,592-80.0% | $155,574-76.4% | $145,877-74.8% |
| Participation rate | 81.8% | 82.7%-0.9pp | 78.2%+3.6pp | 80.3%+1.5pp |
| Annual return | 37.15% | 61.37%-24.2pp | 64.87%-27.7pp | 551.28%-514.1pp |
| Employer contribution / active EE | $2,971 | $5,317-44.1% | $4,676-36.5% | $4,663-36.3% |
| Participant deferral / active EE | $2,545 | $6,466-60.6% | $5,629-54.8% | $6,691-62.0% |
| Admin fee / account holder | $750 | $19,316-96.1% | $15,914-95.3% | $13,402-94.4% |