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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 | $78,536 | $134,817-41.7% | $123,973-36.7% | $155,188-49.4% |
| Participation rate | 88.9% | 79.4%+9.5pp | 76.7%+12.2pp | 80.8%+8.1pp |
| Annual return | 11.24% | 515.49%-504.3pp | 388.13%-376.9pp | 148.84%-137.6pp |
| Employer contribution / active EE | $1,232 | $4,425-72.2% | $4,126-70.1% | $4,248-71.0% |
| Participant deferral / active EE | $1,995 | $5,706-65.0% | $5,247-62.0% | $6,531-69.5% |
| Admin fee / account holder | $3,618 | $13,245-72.7% | $11,799-69.3% | $14,480-75.0% |