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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 | $38,902 | $160,028-75.7% | $147,080-73.6% | $145,884-73.3% |
| Participation rate | 83.3% | 84.0%-0.7pp | 82.2%+1.2pp | 80.3%+3.0pp |
| Annual return | 18.15% | 98.60%-80.4pp | 420.17%-402.0pp | 551.85%-533.7pp |
| Employer contribution / active EE | $3,456 | $5,286-34.6% | $4,933-30.0% | $4,662-25.9% |
| Participant deferral / active EE | $11,428 | $8,422+35.7% | $8,066+41.7% | $6,690+70.8% |
| Admin fee / account holder | $4,003 | $15,030-73.4% | $12,989-69.2% | $13,392-70.1% |