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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 | $97,359 | $226,135-56.9% | $182,558-46.7% | $152,909-36.3% |
| Participation rate | 83.3% | 82.5%+0.9pp | 78.0%+5.4pp | 82.5%+0.9pp |
| Annual return | 22.25% | 192.60%-170.4pp | 148.59%-126.3pp | 345.46%-323.2pp |
| Employer contribution / active EE | $2,276 | $4,979-54.3% | $4,076-44.2% | $4,764-52.2% |
| Participant deferral / active EE | $3,400 | $6,371-46.6% | $5,526-38.5% | $5,851-41.9% |
| Admin fee / account holder | $590 | $10,707-94.5% | $8,594-93.1% | $11,601-94.9% |