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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 | $91,343 | $144,130-36.6% | $117,861-22.5% | $147,586-38.1% |
| Participation rate | 88.9% | 83.4%+5.5pp | 79.7%+9.2pp | 82.8%+6.1pp |
| Annual return | 14.27% | 531.20%-516.9pp | 335.11%-320.8pp | 578.59%-564.3pp |
| Employer contribution / active EE | $1,568 | $4,897-68.0% | $3,786-58.6% | $4,876-67.8% |
| Participant deferral / active EE | $9,609 | $5,316+80.8% | $4,482+114.4% | $5,439+76.7% |
| Admin fee / account holder | $569 | $10,887-94.8% | $8,021-92.9% | $10,886-94.8% |