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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 | $35,616 | $176,120-79.8% | $159,487-77.7% | $167,553-78.7% |
| Participation rate | 77.8% | 85.0%-7.2pp | 82.8%-5.1pp | 82.1%-4.3pp |
| Annual return | 16.11% | 331.95%-315.8pp | 263.71%-247.6pp | 478.89%-462.8pp |
| Employer contribution / active EE | $3,091 | $5,299-41.7% | $4,831-36.0% | $4,840-36.1% |
| Participant deferral / active EE | $9,850 | $7,752+27.1% | $7,354+34.0% | $6,343+55.3% |
| Admin fee / account holder | $526 | $12,561-95.8% | $10,804-95.1% | $12,316-95.7% |