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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 | $35,026 | $226,105-84.5% | $182,540-80.8% | $152,897-77.1% |
| Participation rate | 88.9% | 82.5%+6.4pp | 78.0%+10.9pp | 82.5%+6.4pp |
| Annual return | 26.96% | 192.58%-165.6pp | 148.58%-121.6pp | 345.43%-318.5pp |
| Employer contribution / active EE | $1,036 | $4,978-79.2% | $4,076-74.6% | $4,764-78.2% |
| Participant deferral / active EE | $5,965 | $6,370-6.4% | $5,525+8.0% | $5,851+1.9% |
| Admin fee / account holder | $541 | $10,706-94.9% | $8,593-93.7% | $11,599-95.3% |