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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 | $61,317 | $107,368-42.9% | $92,915-34.0% | $152,909-59.9% |
| Participation rate | 92.9% | 79.8%+13.1pp | 76.0%+16.9pp | 82.5%+10.4pp |
| Annual return | 20.05% | 145.64%-125.6pp | 109.45%-89.4pp | 345.46%-325.4pp |
| Employer contribution / active EE | $2,055 | $4,222-51.3% | $3,653-43.7% | $4,764-56.9% |
| Participant deferral / active EE | $1,652 | $4,848-65.9% | $4,238-61.0% | $5,851-71.8% |
| Admin fee / account holder | $402 | $7,082-94.3% | $5,796-93.1% | $11,601-96.5% |