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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 | $55,999 | $210,698-73.4% | $178,014-68.5% | $145,959-61.6% |
| Participation rate | 91.7% | 80.8%+10.9pp | 77.1%+14.6pp | 80.3%+11.4pp |
| Annual return | 11.48% | 386.27%-374.8pp | 294.80%-283.3pp | 561.95%-550.5pp |
| Employer contribution / active EE | $8,986 | $4,567+96.8% | $3,950+127.5% | $4,661+92.8% |
| Participant deferral / active EE | $5,041 | $6,958-27.6% | $6,276-19.7% | $6,689-24.6% |
| Admin fee / account holder | $489 | $12,016-95.9% | $10,362-95.3% | $13,398-96.3% |