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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 | $51,308 | $217,432-76.4% | $185,851-72.4% | $167,553-69.4% |
| Participation rate | 94.7% | 86.1%+8.7pp | 81.7%+13.0pp | 82.1%+12.6pp |
| Annual return | 24.43% | 148.43%-124.0pp | 122.11%-97.7pp | 478.89%-454.5pp |
| Employer contribution / active EE | $4,580 | $5,874-22.0% | $5,168-11.4% | $4,840-5.4% |
| Participant deferral / active EE | $3,797 | $6,357-40.3% | $5,569-31.8% | $6,343-40.1% |
| Admin fee / account holder | $4,007 | $19,820-79.8% | $16,245-75.3% | $12,316-67.5% |