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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 | $42,691 | $198,457-78.5% | $170,435-75.0% | $147,586-71.1% |
| Participation rate | 83.3% | 88.0%-4.6pp | 83.6%-0.3pp | 82.8%+0.5pp |
| Annual return | 21.76% | 257.30%-235.5pp | 205.94%-184.2pp | 578.59%-556.8pp |
| Employer contribution / active EE | $3,898 | $6,183-37.0% | $5,432-28.3% | $4,876-20.1% |
| Participant deferral / active EE | $2,078 | $5,629-63.1% | $4,939-57.9% | $5,439-61.8% |
| Admin fee / account holder | $338 | $16,852-98.0% | $13,881-97.6% | $10,886-96.9% |