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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 | $36,740 | $90,606-59.5% | $79,466-53.8% | $135,379-72.9% |
| Participation rate | 88.9% | 76.0%+12.8pp | 73.3%+15.5pp | 82.6%+6.2pp |
| Annual return | 7.39% | 977.69%-970.3pp | 718.28%-710.9pp | 519.79%-512.4pp |
| Employer contribution / active EE | $851 | $3,068-72.3% | $2,800-69.6% | $4,779-82.2% |
| Participant deferral / active EE | $5,709 | $4,050+41.0% | $3,704+54.1% | $5,609+1.8% |
| Admin fee / account holder | $5,508 | $5,895-6.6% | $5,104+7.9% | $10,828-49.1% |