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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 | $18,337 | $102,595-82.1% | $94,057-80.5% | $154,746-88.2% |
| Participation rate | 83.3% | 76.0%+7.3pp | 73.3%+10.0pp | 80.7%+2.6pp |
| Annual return | 19.70% | 583.42%-563.7pp | 480.62%-460.9pp | 172.34%-152.6pp |
| Employer contribution / active EE | $2,635 | $3,147-16.3% | $2,933-10.2% | $4,379-39.8% |
| Participant deferral / active EE | $2,792 | $5,118-45.5% | $4,709-40.7% | $6,730-58.5% |
| Admin fee / account holder | $1,806 | $7,736-76.7% | $7,244-75.1% | $14,365-87.4% |