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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 | $52,602 | $176,120-70.1% | $159,487-67.0% | $167,553-68.6% |
| Participation rate | 88.9% | 85.0%+3.9pp | 82.8%+6.1pp | 82.1%+6.8pp |
| Annual return | 10.96% | 331.95%-321.0pp | 263.71%-252.7pp | 478.89%-467.9pp |
| Employer contribution / active EE | $2,778 | $5,299-47.6% | $4,831-42.5% | $4,840-42.6% |
| Participant deferral / active EE | $3,989 | $7,752-48.5% | $7,354-45.8% | $6,343-37.1% |
| Admin fee / account holder | $4,606 | $12,561-63.3% | $10,804-57.4% | $12,316-62.6% |