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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 | $35,921 | $183,968-80.5% | $162,166-77.8% | $152,870-76.5% |
| Participation rate | 83.3% | 88.5%-5.2pp | 87.6%-4.2pp | 82.4%+0.9pp |
| Annual return | 18.47% | 150.77%-132.3pp | 115.59%-97.1pp | 345.34%-326.9pp |
| Employer contribution / active EE | $1,802 | $6,371-71.7% | $5,614-67.9% | $4,763-62.2% |
| Participant deferral / active EE | $4,463 | $8,034-44.4% | $7,298-38.8% | $5,850-23.7% |
| Admin fee / account holder | $1,891 | $13,121-85.6% | $10,842-82.6% | $11,597-83.7% |