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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 | $37,795 | $144,130-73.8% | $117,860-67.9% | $147,585-74.4% |
| Participation rate | 94.7% | 83.4%+11.3pp | 79.7%+15.1pp | 82.8%+11.9pp |
| Annual return | 15.73% | 531.20%-515.5pp | 335.10%-319.4pp | 578.58%-562.9pp |
| Employer contribution / active EE | $1,472 | $4,897-69.9% | $3,786-61.1% | $4,876-69.8% |
| Participant deferral / active EE | $8,365 | $5,316+57.3% | $4,482+86.6% | $5,439+53.8% |
| Admin fee / account holder | $2,800 | $10,887-74.3% | $8,021-65.1% | $10,886-74.3% |