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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 | $37,214 | $68,398-45.6% | $94,664-60.7% | $75,173-50.5% |
| Participation rate | 94.4% | 76.1%+18.4pp | 80.8%+13.6pp | 67.2%+27.2pp |
| Annual return | 22.80% | 616.72%-593.9pp | 156.84%-134.0pp | 160.72%-137.9pp |
| Employer contribution / active EE | $4,161 | $2,701+54.0% | $3,673+13.3% | $2,671+55.8% |
| Participant deferral / active EE | $8,768 | $6,537+34.1% | $7,417+18.2% | $4,126+112.5% |
| Admin fee / account holder | $613 | $5,324-88.5% | $7,222-91.5% | $5,651-89.2% |