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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 | $29,451 | $138,114-78.7% | $125,391-76.5% | $134,545-78.1% |
| Participation rate | 94.1% | 84.5%+9.6pp | 82.4%+11.7pp | 81.2%+12.9pp |
| Annual return | 6.73% | 750.88%-744.2pp | 572.41%-565.7pp | 418.37%-411.6pp |
| Employer contribution / active EE | $3,380 | $5,246-35.6% | $4,816-29.8% | $4,742-28.7% |
| Participant deferral / active EE | $8,007 | $7,801+2.6% | $7,448+7.5% | $6,401+25.1% |
| Admin fee / account holder | $303 | $11,570-97.4% | $10,009-97.0% | $11,431-97.3% |