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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 | $34,551 | $175,231-80.3% | $149,696-76.9% | $139,466-75.2% |
| Participation rate | 94.1% | 83.4%+10.7pp | 78.8%+15.3pp | 80.3%+13.8pp |
| Annual return | 11.08% | 166.77%-155.7pp | 134.46%-123.4pp | 373.66%-362.6pp |
| Employer contribution / active EE | $1,318 | $5,478-75.9% | $4,821-72.7% | $4,754-72.3% |
| Participant deferral / active EE | $2,071 | $6,521-68.2% | $5,682-63.6% | $6,712-69.2% |
| Admin fee / account holder | $13,084 | $16,155-19.0% | $13,212-1.0% | $11,409+14.7% |