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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 | $31,831 | $134,817-76.4% | $123,973-74.3% | $155,188-79.5% |
| Participation rate | 86.7% | 79.4%+7.3pp | 76.7%+10.0pp | 80.8%+5.9pp |
| Annual return | 19.67% | 515.49%-495.8pp | 388.13%-368.5pp | 148.84%-129.2pp |
| Employer contribution / active EE | $3,240 | $4,425-26.8% | $4,126-21.5% | $4,248-23.7% |
| Participant deferral / active EE | $4,961 | $5,706-13.1% | $5,247-5.4% | $6,531-24.0% |
| Admin fee / account holder | $1,205 | $13,245-90.9% | $11,799-89.8% | $14,480-91.7% |