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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 | $17,423 | $202,440-91.4% | $169,390-89.7% | $139,466-87.5% |
| Participation rate | 83.3% | 81.1%+2.2pp | 77.2%+6.2pp | 80.3%+3.0pp |
| Annual return | 31.72% | 532.36%-500.6pp | 406.07%-374.4pp | 373.66%-341.9pp |
| Employer contribution / active EE | $3,809 | $4,693-18.8% | $4,013-5.1% | $4,754-19.9% |
| Participant deferral / active EE | $4,823 | $6,940-30.5% | $6,222-22.5% | $6,712-28.1% |
| Admin fee / account holder | $749 | $10,722-93.0% | $9,015-91.7% | $11,409-93.4% |