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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 | $37,626 | $102,595-63.3% | $94,057-60.0% | $154,746-75.7% |
| Participation rate | 95.5% | 76.0%+19.5pp | 73.3%+22.1pp | 80.7%+14.8pp |
| Annual return | 11.27% | 583.42%-572.1pp | 480.62%-469.3pp | 172.34%-161.1pp |
| Employer contribution / active EE | $1,086 | $3,147-65.5% | $2,933-63.0% | $4,379-75.2% |
| Participant deferral / active EE | $7,366 | $5,118+43.9% | $4,709+56.4% | $6,730+9.4% |
| Admin fee / account holder | $1,647 | $7,736-78.7% | $7,244-77.3% | $14,365-88.5% |