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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 | $20,186 | $103,008-80.4% | $90,304-77.6% | $152,897-86.8% |
| Participation rate | 83.3% | 75.9%+7.5pp | 73.3%+10.1pp | 82.5%+0.9pp |
| Annual return | 212.25% | 95.22%+117.0pp | 78.13%+134.1pp | 345.43%-133.2pp |
| Employer contribution / active EE | $3,031 | $3,139-3.4% | $2,855+6.2% | $4,764-36.4% |
| Participant deferral / active EE | $5,938 | $4,281+38.7% | $3,885+52.8% | $5,851+1.5% |
| Admin fee / account holder | $556 | $6,175-91.0% | $5,354-89.6% | $11,599-95.2% |