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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 | $39,179 | $144,130-72.8% | $117,861-66.8% | $147,586-73.5% |
| Participation rate | 91.7% | 83.4%+8.2pp | 79.7%+12.0pp | 82.8%+8.8pp |
| Annual return | 18.68% | 531.20%-512.5pp | 335.11%-316.4pp | 578.59%-559.9pp |
| Employer contribution / active EE | $1,412 | $4,897-71.2% | $3,786-62.7% | $4,876-71.0% |
| Participant deferral / active EE | $2,507 | $5,316-52.8% | $4,482-44.1% | $5,439-53.9% |
| Admin fee / account holder | $389 | $10,887-96.4% | $8,021-95.1% | $10,886-96.4% |