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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 | $68,747 | $105,198-34.6% | $159,455-56.9% | $85,856-19.9% |
| Participation rate | 88.4% | 75.8%+12.6pp | 82.8%+5.5pp | 69.3%+19.1pp |
| Annual return | 16.01% | 45.08%-29.1pp | 263.63%-247.6pp | 318.58%-302.6pp |
| Employer contribution / active EE | $903 | $3,319-72.8% | $4,830-81.3% | $2,565-64.8% |
| Participant deferral / active EE | $12,833 | $5,946+115.8% | $7,353+74.5% | $3,952+224.7% |
| Admin fee / account holder | $923 | $6,934-86.7% | $10,800-91.5% | $6,261-85.3% |