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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 | $37,189 | $175,259-78.8% | $149,723-75.2% | $139,487-73.3% |
| Participation rate | 86.7% | 83.4%+3.3pp | 78.8%+7.9pp | 80.3%+6.3pp |
| Annual return | 14.64% | 166.82%-152.2pp | 134.50%-119.9pp | 373.84%-359.2pp |
| Employer contribution / active EE | $4,123 | $5,478-24.7% | $4,821-14.5% | $4,755-13.3% |
| Participant deferral / active EE | $1,901 | $6,522-70.9% | $5,682-66.5% | $6,713-71.7% |
| Admin fee / account holder | $684 | $16,158-95.8% | $13,215-94.8% | $11,407-94.0% |