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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 | $41,463 | $102,595-59.6% | $94,057-55.9% | $154,746-73.2% |
| Participation rate | 93.8% | 76.0%+17.8pp | 73.3%+20.4pp | 80.7%+13.0pp |
| Annual return | 22.18% | 583.42%-561.2pp | 480.62%-458.4pp | 172.34%-150.2pp |
| Employer contribution / active EE | $2,960 | $3,147-6.0% | $2,933+0.9% | $4,379-32.4% |
| Participant deferral / active EE | $2,672 | $5,118-47.8% | $4,709-43.3% | $6,730-60.3% |
| Admin fee / account holder | $385 | $7,736-95.0% | $7,244-94.7% | $14,365-97.3% |