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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 | $63,323 | $217,432-70.9% | $185,851-65.9% | $167,553-62.2% |
| Participation rate | 85.7% | 86.1%-0.3pp | 81.7%+4.0pp | 82.1%+3.6pp |
| Annual return | 20.30% | 148.43%-128.1pp | 122.11%-101.8pp | 478.89%-458.6pp |
| Employer contribution / active EE | $1,893 | $5,874-67.8% | $5,168-63.4% | $4,840-60.9% |
| Participant deferral / active EE | $4,155 | $6,357-34.6% | $5,569-25.4% | $6,343-34.5% |
| Admin fee / account holder | $447 | $19,820-97.7% | $16,245-97.3% | $12,316-96.4% |