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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 | $48,454 | $156,970-69.1% | $121,210-60.0% | $139,487-65.3% |
| Participation rate | 92.3% | 76.5%+15.8pp | 69.5%+22.8pp | 80.3%+12.0pp |
| Annual return | 17.18% | 1477.10%-1459.9pp | 987.41%-970.2pp | 373.84%-356.7pp |
| Employer contribution / active EE | $2,712 | $5,546-51.1% | $4,171-35.0% | $4,755-43.0% |
| Participant deferral / active EE | $2,716 | $4,849-44.0% | $4,084-33.5% | $6,713-59.5% |
| Admin fee / account holder | $6,770 | $6,947-2.5% | $5,647+19.9% | $11,407-40.7% |