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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 | $37,386 | $107,353-65.2% | $92,903-59.8% | $152,885-75.5% |
| Participation rate | 92.3% | 79.8%+12.5pp | 76.0%+16.3pp | 82.5%+9.9pp |
| Annual return | 17.99% | 145.62%-127.6pp | 109.43%-91.4pp | 345.39%-327.4pp |
| Employer contribution / active EE | $6,135 | $4,222+45.3% | $3,653+67.9% | $4,763+28.8% |
| Participant deferral / active EE | $3,210 | $4,848-33.8% | $4,238-24.3% | $5,851-45.1% |
| Admin fee / account holder | $509 | $7,081-92.8% | $5,795-91.2% | $11,598-95.6% |