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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 | $57,988 | $198,457-70.8% | $170,435-66.0% | $147,586-60.7% |
| Participation rate | 94.4% | 88.0%+6.5pp | 83.6%+10.8pp | 82.8%+11.6pp |
| Annual return | 14.22% | 257.30%-243.1pp | 205.94%-191.7pp | 578.59%-564.4pp |
| Employer contribution / active EE | $1,748 | $6,183-71.7% | $5,432-67.8% | $4,876-64.2% |
| Participant deferral / active EE | $2,880 | $5,629-48.8% | $4,939-41.7% | $5,439-47.0% |
| Admin fee / account holder | $371 | $16,852-97.8% | $13,881-97.3% | $10,886-96.6% |