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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 | $61,310 | $144,130-57.5% | $117,860-48.0% | $147,585-58.5% |
| Participation rate | 95.2% | 83.4%+11.8pp | 79.7%+15.6pp | 82.8%+12.4pp |
| Annual return | 19.18% | 531.20%-512.0pp | 335.10%-315.9pp | 578.58%-559.4pp |
| Employer contribution / active EE | $3,571 | $4,897-27.1% | $3,786-5.7% | $4,876-26.8% |
| Participant deferral / active EE | $5,878 | $5,316+10.6% | $4,482+31.1% | $5,439+8.1% |
| Admin fee / account holder | $932 | $10,887-91.4% | $8,021-88.4% | $10,886-91.4% |