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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 | $51,298 | $99,009-48.2% | $86,581-40.8% | $147,585-65.2% |
| Participation rate | 84.2% | 76.3%+7.9pp | 73.5%+10.7pp | 82.8%+1.4pp |
| Annual return | 14.65% | 1312.70%-1298.0pp | 965.06%-950.4pp | 578.58%-563.9pp |
| Employer contribution / active EE | $2,015 | $3,132-35.7% | $2,840-29.0% | $4,876-58.7% |
| Participant deferral / active EE | $1,446 | $3,972-63.6% | $3,609-59.9% | $5,439-73.4% |
| Admin fee / account holder | $2,346 | $5,709-58.9% | $4,904-52.2% | $10,886-78.4% |