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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 | $46,604 | $234,190-80.1% | $180,320-74.2% | $198,609-76.5% |
| Participation rate | 90.0% | 77.1%+12.9pp | 71.5%+18.5pp | 82.4%+7.6pp |
| Annual return | 18.72% | 1057.44%-1038.7pp | 778.54%-759.8pp | 202.70%-184.0pp |
| Employer contribution / active EE | $2,405 | $5,258-54.3% | $4,108-41.5% | $5,055-52.4% |
| Participant deferral / active EE | $4,549 | $4,988-8.8% | $4,304+5.7% | $6,977-34.8% |
| Admin fee / account holder | $2,448 | $12,558-80.5% | $10,000-75.5% | $19,030-87.1% |