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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 | $45,468 | $88,754-48.8% | $81,820-44.4% | $145,877-68.8% |
| Participation rate | 86.7% | 75.1%+11.6pp | 72.4%+14.3pp | 80.3%+6.4pp |
| Annual return | 12.57% | 1031.77%-1019.2pp | 777.93%-765.4pp | 551.28%-538.7pp |
| Employer contribution / active EE | $877 | $3,085-71.6% | $2,915-69.9% | $4,663-81.2% |
| Participant deferral / active EE | $2,528 | $4,648-45.6% | $4,323-41.5% | $6,691-62.2% |
| Admin fee / account holder | $414 | $8,424-95.1% | $7,391-94.4% | $13,402-96.9% |