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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 | $50,908 | $156,963-67.6% | $121,204-58.0% | $139,466-63.5% |
| Participation rate | 85.7% | 76.5%+9.3pp | 69.5%+16.2pp | 80.3%+5.4pp |
| Annual return | 18.32% | 1476.75%-1458.4pp | 987.18%-968.9pp | 373.66%-355.3pp |
| Employer contribution / active EE | $0 | $5,544-100.0% | $4,170-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $5,486 | $4,848+13.1% | $4,083+34.4% | $6,712-18.3% |
| Admin fee / account holder | $340 | $6,953-95.1% | $5,651-94.0% | $11,409-97.0% |