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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 | $38,850 | $175,231-77.8% | $149,696-74.0% | $139,466-72.1% |
| Participation rate | 90.9% | 83.4%+7.5pp | 78.8%+12.1pp | 80.3%+10.6pp |
| Annual return | 16.83% | 166.77%-149.9pp | 134.46%-117.6pp | 373.66%-356.8pp |
| Employer contribution / active EE | $2,752 | $5,478-49.8% | $4,821-42.9% | $4,754-42.1% |
| Participant deferral / active EE | $4,843 | $6,521-25.7% | $5,682-14.8% | $6,712-27.8% |
| Admin fee / account holder | $1,073 | $16,155-93.4% | $13,212-91.9% | $11,409-90.6% |