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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 | $160,040-75.7% | $147,096-73.6% | $145,877-73.3% |
| Participation rate | 83.3% | 84.0%-0.7pp | 82.2%+1.2pp | 80.3%+3.0pp |
| Annual return | 18.15% | 98.49%-80.3pp | 419.75%-401.6pp | 551.28%-533.1pp |
| Employer contribution / active EE | $3,456 | $5,289-34.7% | $4,936-30.0% | $4,663-25.9% |
| Participant deferral / active EE | $11,428 | $8,429+35.6% | $8,071+41.6% | $6,691+70.8% |
| Admin fee / account holder | $4,003 | $15,050-73.4% | $13,005-69.2% | $13,402-70.1% |