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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 | $45,206 | $99,009-54.3% | $86,581-47.8% | $147,585-69.4% |
| Participation rate | 95.2% | 76.3%+18.9pp | 73.5%+21.7pp | 82.8%+12.4pp |
| Annual return | 15.21% | 1312.70%-1297.5pp | 965.06%-949.8pp | 578.58%-563.4pp |
| Employer contribution / active EE | $5,490 | $3,132+75.3% | $2,840+93.4% | $4,876+12.6% |
| Participant deferral / active EE | $4,096 | $3,972+3.1% | $3,609+13.5% | $5,439-24.7% |
| Admin fee / account holder | $3,676 | $5,709-35.6% | $4,904-25.0% | $10,886-66.2% |