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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 | $65,116 | $144,130-54.8% | $117,860-44.8% | $147,585-55.9% |
| Participation rate | 88.9% | 83.4%+5.5pp | 79.7%+9.2pp | 82.8%+6.1pp |
| Annual return | 18.76% | 531.20%-512.4pp | 335.10%-316.3pp | 578.58%-559.8pp |
| Employer contribution / active EE | $881 | $4,897-82.0% | $3,786-76.7% | $4,876-81.9% |
| Participant deferral / active EE | $1,869 | $5,316-64.8% | $4,482-58.3% | $5,439-65.6% |
| Admin fee / account holder | $1,390 | $10,887-87.2% | $8,021-82.7% | $10,886-87.2% |