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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 | $50,777 | $177,353-71.4% | $158,226-67.9% | $198,609-74.4% |
| Participation rate | 93.3% | 77.0%+16.3pp | 74.8%+18.5pp | 82.4%+11.0pp |
| Annual return | 9.95% | 599.50%-589.5pp | 501.41%-491.5pp | 202.70%-192.7pp |
| Employer contribution / active EE | $1,286 | $3,239-60.3% | $2,986-56.9% | $5,055-74.6% |
| Participant deferral / active EE | $3,986 | $4,615-13.6% | $4,317-7.7% | $6,977-42.9% |
| Admin fee / account holder | $7,428 | $10,960-32.2% | $10,217-27.3% | $19,030-61.0% |