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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 | $46,757 | $110,307-57.6% | $96,576-51.6% | $139,456-66.5% |
| Participation rate | 86.7% | 78.1%+8.6pp | 76.0%+10.7pp | 80.3%+6.3pp |
| Annual return | 86.00% | 26.40%+59.6pp | 25.87%+60.1pp | 373.45%-287.5pp |
| Employer contribution / active EE | $1,390 | $3,619-61.6% | $2,965-53.1% | $4,753-70.8% |
| Participant deferral / active EE | $3,156 | $5,547-43.1% | $4,851-34.9% | $6,711-53.0% |
| Admin fee / account holder | $603 | $11,597-94.8% | $8,253-92.7% | $11,407-94.7% |