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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 | $38,914 | $209,425-81.4% | $178,499-78.2% | $158,966-75.5% |
| Participation rate | 88.9% | 86.4%+2.5pp | 81.9%+7.0pp | 82.0%+6.9pp |
| Annual return | 20.18% | 188.80%-168.6pp | 151.10%-130.9pp | 302.95%-282.8pp |
| Employer contribution / active EE | $2,172 | $5,707-61.9% | $5,011-56.7% | $4,762-54.4% |
| Participant deferral / active EE | $3,812 | $5,955-36.0% | $5,202-26.7% | $5,983-36.3% |
| Admin fee / account holder | $1,131 | $17,078-93.4% | $13,986-91.9% | $11,250-89.9% |