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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 | $58,653 | $112,935-48.1% | $90,970-35.5% | $158,966-63.1% |
| Participation rate | 94.7% | 74.7%+20.0pp | 69.0%+25.7pp | 82.0%+12.8pp |
| Annual return | 16.49% | 215.79%-199.3pp | 134.58%-118.1pp | 302.95%-286.5pp |
| Employer contribution / active EE | $3,151 | $2,895+8.9% | $2,122+48.4% | $4,762-33.8% |
| Participant deferral / active EE | $4,540 | $4,129+10.0% | $3,373+34.6% | $5,983-24.1% |
| Admin fee / account holder | $812 | $8,045-89.9% | $5,960-86.4% | $11,250-92.8% |