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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 | $39,959 | $175,231-77.2% | $149,696-73.3% | $139,466-71.3% |
| Participation rate | 86.4% | 83.4%+3.0pp | 78.8%+7.6pp | 80.3%+6.0pp |
| Annual return | 15.26% | 166.77%-151.5pp | 134.46%-119.2pp | 373.66%-358.4pp |
| Employer contribution / active EE | $1,253 | $5,478-77.1% | $4,821-74.0% | $4,754-73.6% |
| Participant deferral / active EE | $3,985 | $6,521-38.9% | $5,682-29.9% | $6,712-40.6% |
| Admin fee / account holder | $1,238 | $16,155-92.3% | $13,212-90.6% | $11,409-89.1% |