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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 | $47,387 | $102,595-53.8% | $94,057-49.6% | $154,746-69.4% |
| Participation rate | 90.9% | 76.0%+14.9pp | 73.3%+17.6pp | 80.7%+10.2pp |
| Annual return | 13.55% | 583.42%-569.9pp | 480.62%-467.1pp | 172.34%-158.8pp |
| Employer contribution / active EE | $1,191 | $3,147-62.2% | $2,933-59.4% | $4,379-72.8% |
| Participant deferral / active EE | $1,827 | $5,118-64.3% | $4,709-61.2% | $6,730-72.9% |
| Admin fee / account holder | $6,278 | $7,736-18.8% | $7,244-13.3% | $14,365-56.3% |