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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 | $36,879 | $209,874-82.4% | $189,537-80.5% | $167,536-78.0% |
| Participation rate | 94.4% | 88.7%+5.8pp | 87.8%+6.6pp | 82.1%+12.3pp |
| Annual return | 12.37% | 748.61%-736.2pp | 555.34%-543.0pp | 478.82%-466.4pp |
| Employer contribution / active EE | $2,615 | $6,913-62.2% | $6,161-57.5% | $4,839-46.0% |
| Participant deferral / active EE | $3,898 | $8,934-56.4% | $8,220-52.6% | $6,342-38.5% |
| Admin fee / account holder | $752 | $14,299-94.7% | $12,048-93.8% | $12,315-93.9% |