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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 | $171,492-70.5% | $150,734-66.4% | $198,609-74.5% |
| Participation rate | 95.8% | 81.4%+14.4pp | 78.4%+17.4pp | 82.4%+13.5pp |
| Annual return | 14.71% | 804.70%-790.0pp | 600.81%-586.1pp | 202.70%-188.0pp |
| Employer contribution / active EE | $2,377 | $5,470-56.6% | $4,918-51.7% | $5,055-53.0% |
| Participant deferral / active EE | $6,344 | $6,259+1.4% | $5,610+13.1% | $6,977-9.1% |
| Admin fee / account holder | $616 | $17,628-96.5% | $14,905-95.9% | $19,030-96.8% |