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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 | $36,117 | $162,529-77.8% | $130,788-72.4% | $154,746-76.7% |
| Participation rate | 95.2% | 75.9%+19.4pp | 70.1%+25.1pp | 80.7%+14.5pp |
| Annual return | 13.81% | 510.48%-496.7pp | 386.44%-372.6pp | 172.34%-158.5pp |
| Employer contribution / active EE | $902 | $4,447-79.7% | $3,558-74.6% | $4,379-79.4% |
| Participant deferral / active EE | $2,005 | $4,808-58.3% | $4,137-51.5% | $6,730-70.2% |
| Admin fee / account holder | $757 | $7,669-90.1% | $6,673-88.7% | $14,365-94.7% |