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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 | $65,858 | $90,530-27.3% | $76,030-13.4% | $145,897-54.9% |
| Participation rate | 88.9% | 74.4%+14.4pp | 69.1%+19.8pp | 80.3%+8.6pp |
| Annual return | 11.32% | 625.08%-613.8pp | 361.54%-350.2pp | 552.29%-541.0pp |
| Employer contribution / active EE | $2,155 | $3,319-35.1% | $2,688-19.8% | $4,663-53.8% |
| Participant deferral / active EE | $2,518 | $5,164-51.2% | $4,257-40.8% | $6,689-62.4% |
| Admin fee / account holder | $382 | $8,383-95.4% | $6,421-94.1% | $13,390-97.1% |