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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 | $33,361 | $209,425-84.1% | $178,499-81.3% | $158,966-79.0% |
| Participation rate | 90.0% | 86.4%+3.6pp | 81.9%+8.1pp | 82.0%+8.0pp |
| Annual return | 18.08% | 188.80%-170.7pp | 151.10%-133.0pp | 302.95%-284.9pp |
| Employer contribution / active EE | $1,673 | $5,707-70.7% | $5,011-66.6% | $4,762-64.9% |
| Participant deferral / active EE | $2,549 | $5,955-57.2% | $5,202-51.0% | $5,983-57.4% |
| Admin fee / account holder | $984 | $17,078-94.2% | $13,986-93.0% | $11,250-91.3% |