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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 | $65,629 | $198,457-66.9% | $170,435-61.5% | $147,586-55.5% |
| Participation rate | 93.3% | 88.0%+5.4pp | 83.6%+9.7pp | 82.8%+10.5pp |
| Annual return | 12.11% | 257.30%-245.2pp | 205.94%-193.8pp | 578.59%-566.5pp |
| Employer contribution / active EE | $1,330 | $6,183-78.5% | $5,432-75.5% | $4,876-72.7% |
| Participant deferral / active EE | $3,639 | $5,629-35.4% | $4,939-26.3% | $5,439-33.1% |
| Admin fee / account holder | $2,306 | $16,852-86.3% | $13,881-83.4% | $10,886-78.8% |