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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 | $44,380 | $138,078-67.9% | $125,363-64.6% | $134,509-67.0% |
| Participation rate | 83.3% | 84.5%-1.2pp | 82.4%+1.0pp | 81.2%+2.1pp |
| Annual return | 21.22% | 750.49%-729.3pp | 572.15%-550.9pp | 418.13%-396.9pp |
| Employer contribution / active EE | $6,758 | $5,245+28.9% | $4,815+40.4% | $4,741+42.6% |
| Participant deferral / active EE | $11,874 | $7,800+52.2% | $7,447+59.4% | $6,400+85.5% |
| Admin fee / account holder | $24,771 | $11,566+114.2% | $10,005+147.6% | $11,427+116.8% |