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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 | $96,767 | $144,130-32.9% | $117,861-17.9% | $147,586-34.4% |
| Participation rate | 89.5% | 83.4%+6.1pp | 79.7%+9.8pp | 82.8%+6.6pp |
| Annual return | 18.87% | 531.20%-512.3pp | 335.11%-316.2pp | 578.59%-559.7pp |
| Employer contribution / active EE | $1,767 | $4,897-63.9% | $3,786-53.3% | $4,876-63.8% |
| Participant deferral / active EE | $4,468 | $5,316-16.0% | $4,482-0.3% | $5,439-17.8% |
| Admin fee / account holder | $433 | $10,887-96.0% | $8,021-94.6% | $10,886-96.0% |