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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 | $35,397 | $160,040-77.9% | $147,096-75.9% | $145,877-75.7% |
| Participation rate | 83.3% | 84.0%-0.7pp | 82.2%+1.2pp | 80.3%+3.0pp |
| Annual return | 18.82% | 98.49%-79.7pp | 419.75%-400.9pp | 551.28%-532.5pp |
| Employer contribution / active EE | $2,107 | $5,289-60.2% | $4,936-57.3% | $4,663-54.8% |
| Participant deferral / active EE | $4,690 | $8,429-44.4% | $8,071-41.9% | $6,691-29.9% |
| Admin fee / account holder | $753 | $15,050-95.0% | $13,005-94.2% | $13,402-94.4% |