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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 | $37,036 | $176,120-79.0% | $159,487-76.8% | $167,553-77.9% |
| Participation rate | 88.9% | 85.0%+3.9pp | 82.8%+6.1pp | 82.1%+6.8pp |
| Annual return | 12.54% | 331.95%-319.4pp | 263.71%-251.2pp | 478.89%-466.4pp |
| Employer contribution / active EE | $2,789 | $5,299-47.4% | $4,831-42.3% | $4,840-42.4% |
| Participant deferral / active EE | $4,115 | $7,752-46.9% | $7,354-44.0% | $6,343-35.1% |
| Admin fee / account holder | $461 | $12,561-96.3% | $10,804-95.7% | $12,316-96.3% |