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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 | $50,654 | $198,457-74.5% | $170,435-70.3% | $147,586-65.7% |
| Participation rate | 95.8% | 88.0%+7.9pp | 83.6%+12.2pp | 82.8%+13.0pp |
| Annual return | 14.04% | 257.30%-243.3pp | 205.94%-191.9pp | 578.59%-564.6pp |
| Employer contribution / active EE | $1,971 | $6,183-68.1% | $5,432-63.7% | $4,876-59.6% |
| Participant deferral / active EE | $4,513 | $5,629-19.8% | $4,939-8.6% | $5,439-17.0% |
| Admin fee / account holder | $6,488 | $16,852-61.5% | $13,881-53.3% | $10,886-40.4% |