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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 | $61,932 | $198,462-68.8% | $170,439-63.7% | $147,585-58.0% |
| Participation rate | 95.7% | 88.0%+7.7pp | 83.6%+12.1pp | 82.8%+12.8pp |
| Annual return | 17.19% | 257.30%-240.1pp | 205.94%-188.7pp | 578.58%-561.4pp |
| Employer contribution / active EE | $4,214 | $6,184-31.9% | $5,433-22.4% | $4,876-13.6% |
| Participant deferral / active EE | $3,364 | $5,629-40.2% | $4,939-31.9% | $5,439-38.1% |
| Admin fee / account holder | $1,636 | $16,852-90.3% | $13,881-88.2% | $10,886-85.0% |