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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 | $37,390 | $157,296-76.2% | $141,191-73.5% | $152,897-75.5% |
| Participation rate | 88.9% | 84.8%+4.1pp | 82.5%+6.4pp | 82.5%+6.4pp |
| Annual return | 37.56% | 64.34%-26.8pp | 71.41%-33.8pp | 345.43%-307.9pp |
| Employer contribution / active EE | $9,465 | $5,262+79.9% | $4,736+99.8% | $4,764+98.7% |
| Participant deferral / active EE | $14,078 | $7,111+98.0% | $6,710+109.8% | $5,851+140.6% |
| Admin fee / account holder | $732 | $12,125-94.0% | $10,264-92.9% | $11,599-93.7% |