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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 | $47,058 | $145,431-67.6% | $211,142-77.7% | $87,485-46.2% |
| Participation rate | 87.9% | 84.7%+3.1pp | 87.3%+0.6pp | 68.9%+18.9pp |
| Annual return | 532.60% | 27.21%+505.4pp | 46.84%+485.8pp | 26.06%+506.5pp |
| Employer contribution / active EE | $2,110 | $4,662-54.7% | $6,442-67.2% | $2,596-18.7% |
| Participant deferral / active EE | $5,552 | $6,859-19.1% | $9,284-40.2% | $4,274+29.9% |
| Admin fee / account holder | $602 | $17,052-96.5% | $19,076-96.8% | $7,775-92.3% |