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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 | $31,802 | $202,460-84.3% | $169,385-81.2% | $139,456-77.2% |
| Participation rate | 90.9% | 81.1%+9.8pp | 77.2%+13.7pp | 80.3%+10.6pp |
| Annual return | 8.92% | 532.07%-523.2pp | 405.82%-396.9pp | 373.45%-364.5pp |
| Employer contribution / active EE | $1,447 | $4,691-69.2% | $4,012-63.9% | $4,753-69.6% |
| Participant deferral / active EE | $1,819 | $6,938-73.8% | $6,221-70.8% | $6,711-72.9% |
| Admin fee / account holder | $3,333 | $10,719-68.9% | $9,011-63.0% | $11,407-70.8% |