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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 | $77,838 | $159,978-51.3% | $147,041-47.1% | $145,978-46.7% |
| Participation rate | 88.9% | 84.0%+4.9pp | 82.2%+6.7pp | 80.3%+8.6pp |
| Annual return | 11.82% | 98.36%-86.5pp | 419.21%-407.4pp | 550.52%-538.7pp |
| Employer contribution / active EE | $1,511 | $5,288-71.4% | $4,935-69.4% | $4,662-67.6% |
| Participant deferral / active EE | $8,842 | $8,429+4.9% | $8,071+9.6% | $6,690+32.2% |
| Admin fee / account holder | $1,447 | $15,053-90.4% | $13,006-88.9% | $13,400-89.2% |