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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 | $47,871 | $183,592-73.9% | $155,574-69.2% | $145,877-67.2% |
| Participation rate | 90.9% | 82.7%+8.2pp | 78.2%+12.7pp | 80.3%+10.6pp |
| Annual return | 14.38% | 61.37%-47.0pp | 64.87%-50.5pp | 551.28%-536.9pp |
| Employer contribution / active EE | $8,029 | $5,317+51.0% | $4,676+71.7% | $4,663+72.2% |
| Participant deferral / active EE | $3,786 | $6,466-41.4% | $5,629-32.7% | $6,691-43.4% |
| Admin fee / account holder | $316 | $19,316-98.4% | $15,914-98.0% | $13,402-97.6% |