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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 | $46,830 | $88,754-47.2% | $81,820-42.8% | $145,877-67.9% |
| Participation rate | 77.8% | 75.1%+2.7pp | 72.4%+5.4pp | 80.3%-2.5pp |
| Annual return | 19.85% | 1031.77%-1011.9pp | 777.93%-758.1pp | 551.28%-531.4pp |
| Employer contribution / active EE | $3,410 | $3,085+10.5% | $2,915+17.0% | $4,663-26.9% |
| Participant deferral / active EE | $7,884 | $4,648+69.6% | $4,323+82.4% | $6,691+17.8% |
| Admin fee / account holder | $10,653 | $8,424+26.5% | $7,391+44.1% | $13,402-20.5% |