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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 | $38,050 | $217,427-82.5% | $185,837-79.5% | $167,518-77.3% |
| Participation rate | 83.3% | 86.0%-2.7pp | 81.7%+1.6pp | 82.1%+1.2pp |
| Annual return | 21.01% | 148.39%-127.4pp | 122.08%-101.1pp | 478.71%-457.7pp |
| Employer contribution / active EE | $7,062 | $5,874+20.2% | $5,168+36.6% | $4,838+46.0% |
| Participant deferral / active EE | $4,333 | $6,357-31.8% | $5,568-22.2% | $6,342-31.7% |
| Admin fee / account holder | $458 | $19,816-97.7% | $16,241-97.2% | $12,312-96.3% |