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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 | $37,933 | $198,462-80.9% | $170,439-77.7% | $147,585-74.3% |
| Participation rate | 78.6% | 88.0%-9.4pp | 83.6%-5.0pp | 82.8%-4.3pp |
| Annual return | 26.18% | 257.30%-231.1pp | 205.94%-179.8pp | 578.58%-552.4pp |
| Employer contribution / active EE | $2,920 | $6,184-52.8% | $5,433-46.3% | $4,876-40.1% |
| Participant deferral / active EE | $9,268 | $5,629+64.6% | $4,939+87.6% | $5,439+70.4% |
| Admin fee / account holder | $497 | $16,852-97.1% | $13,881-96.4% | $10,886-95.4% |