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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 | $42,544 | $99,009-57.0% | $86,581-50.9% | $147,585-71.2% |
| Participation rate | 93.3% | 76.3%+17.0pp | 73.5%+19.8pp | 82.8%+10.5pp |
| Annual return | 13.06% | 1312.70%-1299.6pp | 965.06%-952.0pp | 578.58%-565.5pp |
| Employer contribution / active EE | $2,247 | $3,132-28.3% | $2,840-20.9% | $4,876-53.9% |
| Participant deferral / active EE | $2,296 | $3,972-42.2% | $3,609-36.4% | $5,439-57.8% |
| Admin fee / account holder | $477 | $5,709-91.6% | $4,904-90.3% | $10,886-95.6% |