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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 | $60,546 | $175,231-65.4% | $149,696-59.6% | $139,466-56.6% |
| Participation rate | 95.2% | 83.4%+11.8pp | 78.8%+16.5pp | 80.3%+14.9pp |
| Annual return | 12.96% | 166.77%-153.8pp | 134.46%-121.5pp | 373.66%-360.7pp |
| Employer contribution / active EE | $2,279 | $5,478-58.4% | $4,821-52.7% | $4,754-52.1% |
| Participant deferral / active EE | $2,364 | $6,521-63.8% | $5,682-58.4% | $6,712-64.8% |
| Admin fee / account holder | $981 | $16,155-93.9% | $13,212-92.6% | $11,409-91.4% |