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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 | $24,735 | $175,257-85.9% | $149,717-83.5% | $139,456-82.3% |
| Participation rate | 83.3% | 83.4%-0.1pp | 78.8%+4.6pp | 80.3%+3.0pp |
| Annual return | 16.75% | 166.70%-150.0pp | 134.41%-117.7pp | 373.45%-356.7pp |
| Employer contribution / active EE | $3,422 | $5,477-37.5% | $4,820-29.0% | $4,753-28.0% |
| Participant deferral / active EE | $3,933 | $6,521-39.7% | $5,682-30.8% | $6,711-41.4% |
| Admin fee / account holder | $2,087 | $16,156-87.1% | $13,213-84.2% | $11,407-81.7% |