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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 | $49,298 | $167,030-70.5% | $135,768-63.7% | $155,188-68.2% |
| Participation rate | 88.9% | 76.2%+12.7pp | 71.1%+17.8pp | 80.8%+8.1pp |
| Annual return | 21.06% | 678.39%-657.3pp | 526.10%-505.0pp | 148.84%-127.8pp |
| Employer contribution / active EE | $2,226 | $4,132-46.1% | $3,394-34.4% | $4,248-47.6% |
| Participant deferral / active EE | $6,759 | $4,528+49.3% | $3,977+69.9% | $6,531+3.5% |
| Admin fee / account holder | $321 | $8,172-96.1% | $7,048-95.4% | $14,480-97.8% |