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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 | $47,294 | $97,732-51.6% | $83,831-43.6% | $135,380-65.1% |
| Participation rate | 84.2% | 80.0%+4.3pp | 76.1%+8.1pp | 82.6%+1.6pp |
| Annual return | 13.31% | 1287.56%-1274.2pp | 850.99%-837.7pp | 519.81%-506.5pp |
| Employer contribution / active EE | $756 | $4,222-82.1% | $3,631-79.2% | $4,779-84.2% |
| Participant deferral / active EE | $1,748 | $4,683-62.7% | $4,082-57.2% | $5,609-68.8% |
| Admin fee / account holder | $6,877 | $6,675+3.0% | $5,479+25.5% | $10,828-36.5% |