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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 | $15,911 | $202,463-92.1% | $169,397-90.6% | $139,487-88.6% |
| Participation rate | 85.0% | 81.1%+3.9pp | 77.2%+7.8pp | 80.3%+4.7pp |
| Annual return | 22.58% | 532.64%-510.1pp | 406.23%-383.7pp | 373.84%-351.3pp |
| Employer contribution / active EE | $2,456 | $4,694-47.7% | $4,013-38.8% | $4,755-48.4% |
| Participant deferral / active EE | $4,385 | $6,941-36.8% | $6,223-29.5% | $6,713-34.7% |
| Admin fee / account holder | $2,342 | $10,726-78.2% | $9,017-74.0% | $11,407-79.5% |