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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 | $72,878 | $102,595-29.0% | $94,057-22.5% | $154,746-52.9% |
| Participation rate | 94.4% | 76.0%+18.4pp | 73.3%+21.1pp | 80.7%+13.7pp |
| Annual return | 19.28% | 583.42%-564.1pp | 480.62%-461.3pp | 172.34%-153.1pp |
| Employer contribution / active EE | $7,029 | $3,147+123.3% | $2,933+139.6% | $4,379+60.5% |
| Participant deferral / active EE | $2,865 | $5,118-44.0% | $4,709-39.2% | $6,730-57.4% |
| Admin fee / account holder | $403 | $7,736-94.8% | $7,244-94.4% | $14,365-97.2% |