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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 | $38,647 | $198,461-80.5% | $170,436-77.3% | $147,585-73.8% |
| Participation rate | 90.9% | 88.0%+2.9pp | 83.6%+7.3pp | 82.8%+8.1pp |
| Annual return | 12.93% | 257.30%-244.4pp | 205.94%-193.0pp | 578.57%-565.6pp |
| Employer contribution / active EE | $1,796 | $6,184-71.0% | $5,433-66.9% | $4,876-63.2% |
| Participant deferral / active EE | $3,289 | $5,629-41.6% | $4,939-33.4% | $5,439-39.5% |
| Admin fee / account holder | $864 | $16,852-94.9% | $13,880-93.8% | $10,885-92.1% |