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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 | $51,728 | $217,432-76.2% | $185,851-72.2% | $167,553-69.1% |
| Participation rate | 90.0% | 86.1%+3.9pp | 81.7%+8.3pp | 82.1%+7.9pp |
| Annual return | 17.46% | 148.43%-131.0pp | 122.11%-104.7pp | 478.89%-461.4pp |
| Employer contribution / active EE | $1,451 | $5,874-75.3% | $5,168-71.9% | $4,840-70.0% |
| Participant deferral / active EE | $5,059 | $6,357-20.4% | $5,569-9.1% | $6,343-20.2% |
| Admin fee / account holder | $791 | $19,820-96.0% | $16,245-95.1% | $12,316-93.6% |