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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 | $72,012 | $176,120-59.1% | $159,487-54.8% | $167,553-57.0% |
| Participation rate | 94.4% | 85.0%+9.5pp | 82.8%+11.6pp | 82.1%+12.3pp |
| Annual return | 13.93% | 331.95%-318.0pp | 263.71%-249.8pp | 478.89%-465.0pp |
| Employer contribution / active EE | $1,287 | $5,299-75.7% | $4,831-73.4% | $4,840-73.4% |
| Participant deferral / active EE | $6,252 | $7,752-19.3% | $7,354-15.0% | $6,343-1.4% |
| Admin fee / account holder | $714 | $12,561-94.3% | $10,804-93.4% | $12,316-94.2% |