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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 | $21,791 | $175,257-87.6% | $149,717-85.4% | $139,456-84.4% |
| Participation rate | 90.9% | 83.4%+7.5pp | 78.8%+12.1pp | 80.3%+10.6pp |
| Annual return | 21.78% | 166.70%-144.9pp | 134.41%-112.6pp | 373.45%-351.7pp |
| Employer contribution / active EE | $2,211 | $5,477-59.6% | $4,820-54.1% | $4,753-53.5% |
| Participant deferral / active EE | $4,691 | $6,521-28.1% | $5,682-17.4% | $6,711-30.1% |
| Admin fee / account holder | $561 | $16,156-96.5% | $13,213-95.8% | $11,407-95.1% |