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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 | $53,814 | $92,766-42.0% | $82,763-35.0% | $134,545-60.0% |
| Participation rate | 84.2% | 75.2%+9.0pp | 72.6%+11.6pp | 81.2%+3.0pp |
| Annual return | 7.50% | 946.97%-939.5pp | 702.45%-694.9pp | 418.37%-410.9pp |
| Employer contribution / active EE | $545 | $3,273-83.3% | $3,008-81.9% | $4,742-88.5% |
| Participant deferral / active EE | $6,653 | $4,802+38.5% | $4,395+51.4% | $6,401+3.9% |
| Admin fee / account holder | $582 | $5,978-90.3% | $5,325-89.1% | $11,431-94.9% |