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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 | $35,175 | $198,457-82.3% | $170,435-79.4% | $147,586-76.2% |
| Participation rate | 70.0% | 88.0%-18.0pp | 83.6%-13.6pp | 82.8%-12.8pp |
| Annual return | 17.46% | 257.30%-239.8pp | 205.94%-188.5pp | 578.59%-561.1pp |
| Employer contribution / active EE | $1,705 | $6,183-72.4% | $5,432-68.6% | $4,876-65.0% |
| Participant deferral / active EE | $3,110 | $5,629-44.8% | $4,939-37.0% | $5,439-42.8% |
| Admin fee / account holder | $335 | $16,852-98.0% | $13,881-97.6% | $10,886-96.9% |