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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 | $30,301 | $180,749-83.2% | $160,784-81.2% | $137,256-77.9% |
| Participation rate | 85.7% | 80.0%+5.7pp | 77.0%+8.8pp | 80.0%+5.8pp |
| Annual return | 21.30% | 2234.46%-2213.2pp | 1803.92%-1782.6pp | 220.34%-199.0pp |
| Employer contribution / active EE | $3,310 | $4,155-20.3% | $3,733-11.3% | $4,156-20.4% |
| Participant deferral / active EE | $5,103 | $6,844-25.4% | $6,293-18.9% | $6,407-20.3% |
| Admin fee / account holder | $1,116 | $10,397-89.3% | $9,717-88.5% | $12,270-90.9% |