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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 | $29,016 | $175,257-83.4% | $149,717-80.6% | $139,456-79.2% |
| Participation rate | 77.8% | 83.4%-5.6pp | 78.8%-1.0pp | 80.3%-2.5pp |
| Annual return | 20.77% | 166.70%-145.9pp | 134.41%-113.6pp | 373.45%-352.7pp |
| Employer contribution / active EE | $4,387 | $5,477-19.9% | $4,820-9.0% | $4,753-7.7% |
| Participant deferral / active EE | $7,120 | $6,521+9.2% | $5,682+25.3% | $6,711+6.1% |
| Admin fee / account holder | $350 | $16,156-97.8% | $13,213-97.4% | $11,407-96.9% |