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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 | $77,643 | $198,457-60.9% | $170,435-54.4% | $147,586-47.4% |
| Participation rate | 91.7% | 88.0%+3.7pp | 83.6%+8.1pp | 82.8%+8.8pp |
| Annual return | 15.00% | 257.30%-242.3pp | 205.94%-190.9pp | 578.59%-563.6pp |
| Employer contribution / active EE | $1,362 | $6,183-78.0% | $5,432-74.9% | $4,876-72.1% |
| Participant deferral / active EE | $2,204 | $5,629-60.8% | $4,939-55.4% | $5,439-59.5% |
| Admin fee / account holder | $930 | $16,852-94.5% | $13,881-93.3% | $10,886-91.5% |