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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 | $44,511 | $175,257-74.6% | $149,717-70.3% | $139,456-68.1% |
| Participation rate | 83.3% | 83.4%-0.1pp | 78.8%+4.6pp | 80.3%+3.0pp |
| Annual return | 11.05% | 166.70%-155.7pp | 134.41%-123.4pp | 373.45%-362.4pp |
| Employer contribution / active EE | $2,938 | $5,477-46.4% | $4,820-39.1% | $4,753-38.2% |
| Participant deferral / active EE | $4,535 | $6,521-30.5% | $5,682-20.2% | $6,711-32.4% |
| Admin fee / account holder | $411 | $16,156-97.5% | $13,213-96.9% | $11,407-96.4% |