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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 | $51,177 | $175,259-70.8% | $149,723-65.8% | $139,487-63.3% |
| Participation rate | 79.2% | 83.4%-4.2pp | 78.8%+0.4pp | 80.3%-1.2pp |
| Annual return | 24.98% | 166.82%-141.8pp | 134.50%-109.5pp | 373.84%-348.9pp |
| Employer contribution / active EE | $1,856 | $5,478-66.1% | $4,821-61.5% | $4,755-61.0% |
| Participant deferral / active EE | $4,605 | $6,522-29.4% | $5,682-19.0% | $6,713-31.4% |
| Admin fee / account holder | $909 | $16,158-94.4% | $13,215-93.1% | $11,407-92.0% |