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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 | $50,777 | $125,778-59.6% | $114,563-55.7% | $154,746-67.2% |
| Participation rate | 93.3% | 75.2%+18.1pp | 72.9%+20.4pp | 80.7%+12.6pp |
| Annual return | 9.95% | 295.14%-285.2pp | 241.09%-231.1pp | 172.34%-162.4pp |
| Employer contribution / active EE | $1,286 | $2,806-54.2% | $2,592-50.4% | $4,379-70.6% |
| Participant deferral / active EE | $3,986 | $4,445-10.3% | $4,142-3.8% | $6,730-40.8% |
| Admin fee / account holder | $7,428 | $8,190-9.3% | $7,623-2.6% | $14,365-48.3% |