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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 | $33,659 | $198,457-83.0% | $170,435-80.3% | $147,586-77.2% |
| Participation rate | 90.0% | 88.0%+2.0pp | 83.6%+6.4pp | 82.8%+7.2pp |
| Annual return | 10.36% | 257.30%-246.9pp | 205.94%-195.6pp | 578.59%-568.2pp |
| Employer contribution / active EE | $1,786 | $6,183-71.1% | $5,432-67.1% | $4,876-63.4% |
| Participant deferral / active EE | $3,126 | $5,629-44.5% | $4,939-36.7% | $5,439-42.5% |
| Admin fee / account holder | $616 | $16,852-96.3% | $13,881-95.6% | $10,886-94.3% |