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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 | $42,820 | $198,462-78.4% | $170,439-74.9% | $147,585-71.0% |
| Participation rate | 85.7% | 88.0%-2.3pp | 83.6%+2.1pp | 82.8%+2.9pp |
| Annual return | 13.68% | 257.30%-243.6pp | 205.94%-192.3pp | 578.58%-564.9pp |
| Employer contribution / active EE | $3,354 | $6,184-45.8% | $5,433-38.3% | $4,876-31.2% |
| Participant deferral / active EE | $3,082 | $5,629-45.3% | $4,939-37.6% | $5,439-43.3% |
| Admin fee / account holder | $2,711 | $16,852-83.9% | $13,881-80.5% | $10,886-75.1% |