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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 | $36,270 | $144,130-74.8% | $117,860-69.2% | $147,585-75.4% |
| Participation rate | 94.7% | 83.4%+11.3pp | 79.7%+15.1pp | 82.8%+11.9pp |
| Annual return | 13.94% | 531.20%-517.3pp | 335.10%-321.2pp | 578.58%-564.6pp |
| Employer contribution / active EE | $1,316 | $4,897-73.1% | $3,786-65.2% | $4,876-73.0% |
| Participant deferral / active EE | $1,705 | $5,316-67.9% | $4,482-62.0% | $5,439-68.7% |
| Admin fee / account holder | $1,106 | $10,887-89.8% | $8,021-86.2% | $10,886-89.8% |