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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 | $42,493 | $175,259-75.8% | $149,723-71.6% | $139,487-69.5% |
| Participation rate | 94.1% | 83.4%+10.7pp | 78.8%+15.3pp | 80.3%+13.8pp |
| Annual return | 18.94% | 166.82%-147.9pp | 134.50%-115.6pp | 373.84%-354.9pp |
| Employer contribution / active EE | $1,659 | $5,478-69.7% | $4,821-65.6% | $4,755-65.1% |
| Participant deferral / active EE | $4,230 | $6,522-35.1% | $5,682-25.6% | $6,713-37.0% |
| Admin fee / account holder | $322 | $16,158-98.0% | $13,215-97.6% | $11,407-97.2% |