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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 | $43,009 | $144,130-70.2% | $117,860-63.5% | $147,585-70.9% |
| Participation rate | 83.3% | 83.4%-0.1pp | 79.7%+3.7pp | 82.8%+0.5pp |
| Annual return | 19.61% | 531.20%-511.6pp | 335.10%-315.5pp | 578.58%-559.0pp |
| Employer contribution / active EE | $3,667 | $4,897-25.1% | $3,786-3.2% | $4,876-24.8% |
| Participant deferral / active EE | $6,700 | $5,316+26.0% | $4,482+49.5% | $5,439+23.2% |
| Admin fee / account holder | $4,742 | $10,887-56.4% | $8,021-40.9% | $10,886-56.4% |