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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 | $85,844 | $210,698-59.3% | $178,014-51.8% | $145,959-41.2% |
| Participation rate | 93.3% | 80.8%+12.6pp | 77.1%+16.2pp | 80.3%+13.0pp |
| Annual return | 18.40% | 386.27%-367.9pp | 294.80%-276.4pp | 561.95%-543.6pp |
| Employer contribution / active EE | $11,930 | $4,567+161.2% | $3,950+202.0% | $4,661+156.0% |
| Participant deferral / active EE | $14,602 | $6,958+109.8% | $6,276+132.7% | $6,689+118.3% |
| Admin fee / account holder | $438 | $12,016-96.4% | $10,362-95.8% | $13,398-96.7% |