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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 | $33,263 | $209,422-84.1% | $178,503-81.4% | $158,982-79.1% |
| Participation rate | 82.4% | 86.4%-4.0pp | 81.9%+0.4pp | 82.0%+0.4pp |
| Annual return | 18.34% | 188.81%-170.5pp | 151.12%-132.8pp | 302.99%-284.6pp |
| Employer contribution / active EE | $1,208 | $5,707-78.8% | $5,011-75.9% | $4,763-74.6% |
| Participant deferral / active EE | $3,047 | $5,955-48.8% | $5,202-41.4% | $5,983-49.1% |
| Admin fee / account holder | $518 | $17,079-97.0% | $13,987-96.3% | $11,252-95.4% |