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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 | $47,273 | $198,462-76.2% | $170,439-72.3% | $147,585-68.0% |
| Participation rate | 92.9% | 88.0%+4.9pp | 83.6%+9.3pp | 82.8%+10.0pp |
| Annual return | 17.13% | 257.30%-240.2pp | 205.94%-188.8pp | 578.58%-561.5pp |
| Employer contribution / active EE | $1,505 | $6,184-75.7% | $5,433-72.3% | $4,876-69.1% |
| Participant deferral / active EE | $3,956 | $5,629-29.7% | $4,939-19.9% | $5,439-27.3% |
| Admin fee / account holder | $3,131 | $16,852-81.4% | $13,881-77.4% | $10,886-71.2% |