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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 | $48,031 | $176,077-72.7% | $159,455-69.9% | $167,518-71.3% |
| Participation rate | 94.4% | 84.9%+9.5pp | 82.8%+11.6pp | 82.1%+12.3pp |
| Annual return | 36.36% | 331.83%-295.5pp | 263.63%-227.3pp | 478.71%-442.3pp |
| Employer contribution / active EE | $2,476 | $5,298-53.3% | $4,830-48.7% | $4,838-48.8% |
| Participant deferral / active EE | $9,423 | $7,751+21.6% | $7,353+28.2% | $6,342+48.6% |
| Admin fee / account holder | $908 | $12,556-92.8% | $10,800-91.6% | $12,312-92.6% |