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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 | $47,605 | $176,105-73.0% | $159,474-70.1% | $167,536-71.6% |
| Participation rate | 92.9% | 85.0%+7.9pp | 82.8%+10.0pp | 82.1%+10.7pp |
| Annual return | 18.67% | 331.91%-313.2pp | 263.68%-245.0pp | 478.82%-460.1pp |
| Employer contribution / active EE | $2,387 | $5,299-55.0% | $4,831-50.6% | $4,839-50.7% |
| Participant deferral / active EE | $3,266 | $7,751-57.9% | $7,353-55.6% | $6,342-48.5% |
| Admin fee / account holder | $354 | $12,559-97.2% | $10,802-96.7% | $12,315-97.1% |