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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 | $42,084 | $110,337-61.9% | $102,383-58.9% | $145,877-71.2% |
| Participation rate | 90.0% | 77.9%+12.1pp | 74.5%+15.5pp | 80.3%+9.7pp |
| Annual return | 17.17% | 24.83%-7.7pp | 24.94%-7.8pp | 551.28%-534.1pp |
| Employer contribution / active EE | $7,178 | $4,216+70.2% | $3,870+85.5% | $4,663+53.9% |
| Participant deferral / active EE | $7,764 | $5,621+38.1% | $5,060+53.5% | $6,691+16.0% |
| Admin fee / account holder | $305 | $9,750-96.9% | $8,391-96.4% | $13,402-97.7% |