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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 | $107,100 | $198,457-46.0% | $170,435-37.2% | $147,586-27.4% |
| Participation rate | 88.9% | 88.0%+0.9pp | 83.6%+5.3pp | 82.8%+6.1pp |
| Annual return | 15.22% | 257.30%-242.1pp | 205.94%-190.7pp | 578.59%-563.4pp |
| Employer contribution / active EE | $1,936 | $6,183-68.7% | $5,432-64.4% | $4,876-60.3% |
| Participant deferral / active EE | $2,733 | $5,629-51.5% | $4,939-44.7% | $5,439-49.8% |
| Admin fee / account holder | $789 | $16,852-95.3% | $13,881-94.3% | $10,886-92.7% |