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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 | $44,994 | $176,105-74.5% | $159,474-71.8% | $167,536-73.1% |
| Participation rate | 88.9% | 85.0%+3.9pp | 82.8%+6.1pp | 82.1%+6.8pp |
| Annual return | 12.88% | 331.91%-319.0pp | 263.68%-250.8pp | 478.82%-465.9pp |
| Employer contribution / active EE | $2,119 | $5,299-60.0% | $4,831-56.1% | $4,839-56.2% |
| Participant deferral / active EE | $13,058 | $7,751+68.5% | $7,353+77.6% | $6,342+105.9% |
| Admin fee / account holder | $957 | $12,559-92.4% | $10,802-91.1% | $12,315-92.2% |