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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 | $37,287 | $217,432-82.9% | $185,849-79.9% | $167,536-77.7% |
| Participation rate | 85.7% | 86.1%-0.3pp | 81.7%+4.0pp | 82.1%+3.6pp |
| Annual return | 17.74% | 148.42%-130.7pp | 122.10%-104.4pp | 478.82%-461.1pp |
| Employer contribution / active EE | $2,072 | $5,875-64.7% | $5,169-59.9% | $4,839-57.2% |
| Participant deferral / active EE | $4,242 | $6,357-33.3% | $5,569-23.8% | $6,342-33.1% |
| Admin fee / account holder | $454 | $19,818-97.7% | $16,244-97.2% | $12,315-96.3% |