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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 | $38,439 | $209,422-81.6% | $178,503-78.5% | $158,982-75.8% |
| Participation rate | 87.5% | 86.4%+1.1pp | 81.9%+5.6pp | 82.0%+5.5pp |
| Annual return | 12.55% | 188.81%-176.3pp | 151.12%-138.6pp | 302.99%-290.4pp |
| Employer contribution / active EE | $2,426 | $5,707-57.5% | $5,011-51.6% | $4,763-49.1% |
| Participant deferral / active EE | $4,179 | $5,955-29.8% | $5,202-19.7% | $5,983-30.2% |
| Admin fee / account holder | $375 | $17,079-97.8% | $13,987-97.3% | $11,252-96.7% |