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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 | $42,841 | $176,105-75.7% | $159,474-73.1% | $167,536-74.4% |
| Participation rate | 83.3% | 85.0%-1.6pp | 82.8%+0.5pp | 82.1%+1.2pp |
| Annual return | 14.31% | 331.91%-317.6pp | 263.68%-249.4pp | 478.82%-464.5pp |
| Employer contribution / active EE | $2,446 | $5,299-53.8% | $4,831-49.4% | $4,839-49.4% |
| Participant deferral / active EE | $5,170 | $7,751-33.3% | $7,353-29.7% | $6,342-18.5% |
| Admin fee / account holder | $2,310 | $12,559-81.6% | $10,802-78.6% | $12,315-81.2% |