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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 | $50,113 | $176,105-71.5% | $159,474-68.6% | $167,536-70.1% |
| Participation rate | 87.5% | 85.0%+2.5pp | 82.8%+4.7pp | 82.1%+5.4pp |
| Annual return | 13.29% | 331.91%-318.6pp | 263.68%-250.4pp | 478.82%-465.5pp |
| Employer contribution / active EE | $2,666 | $5,299-49.7% | $4,831-44.8% | $4,839-44.9% |
| Participant deferral / active EE | $5,990 | $7,751-22.7% | $7,353-18.5% | $6,342-5.6% |
| Admin fee / account holder | $2,397 | $12,559-80.9% | $10,802-77.8% | $12,315-80.5% |