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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 | $33,570 | $180,459-81.4% | $154,108-78.2% | $135,380-75.2% |
| Participation rate | 94.1% | 87.4%+6.7pp | 83.0%+11.1pp | 82.6%+11.5pp |
| Annual return | 10.91% | 888.21%-877.3pp | 735.21%-724.3pp | 519.81%-508.9pp |
| Employer contribution / active EE | $2,359 | $6,035-60.9% | $5,298-55.5% | $4,779-50.6% |
| Participant deferral / active EE | $8,857 | $5,806+52.5% | $5,081+74.3% | $5,609+57.9% |
| Admin fee / account holder | $6,825 | $16,145-57.7% | $13,411-49.1% | $10,828-37.0% |