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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 | $50,642 | $129,737-61.0% | $119,126-57.5% | $154,746-67.3% |
| Participation rate | 95.8% | 78.9%+17.0pp | 75.8%+20.1pp | 80.7%+15.1pp |
| Annual return | 14.71% | 379.08%-364.4pp | 282.11%-267.4pp | 172.34%-157.6pp |
| Employer contribution / active EE | $2,377 | $4,375-45.7% | $4,034-41.1% | $4,379-45.7% |
| Participant deferral / active EE | $6,344 | $5,842+8.6% | $5,318+19.3% | $6,730-5.7% |
| Admin fee / account holder | $616 | $11,961-94.8% | $10,693-94.2% | $14,365-95.7% |