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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 | $49,327 | $154,754-68.1% | $124,206-60.3% | $138,895-64.5% |
| Participation rate | 81.8% | 75.5%+6.3pp | 69.6%+12.2pp | 79.9%+1.9pp |
| Annual return | 14.16% | 709.28%-695.1pp | 515.27%-501.1pp | 145.39%-131.2pp |
| Employer contribution / active EE | $3,980 | $4,446-10.5% | $3,540+12.4% | $4,194-5.1% |
| Participant deferral / active EE | $1,812 | $4,621-60.8% | $3,968-54.3% | $6,396-71.7% |
| Admin fee / account holder | $3,373 | $6,690-49.6% | $5,929-43.1% | $12,562-73.1% |