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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 | $51,342 | $73,421-30.1% | $66,439-22.7% | $155,188-66.9% |
| Participation rate | 94.7% | 79.7%+15.0pp | 74.5%+20.2pp | 80.8%+13.9pp |
| Annual return | 9.41% | 1382.37%-1373.0pp | 757.66%-748.2pp | 148.84%-139.4pp |
| Employer contribution / active EE | $923 | $3,039-69.6% | $2,637-65.0% | $4,248-78.3% |
| Participant deferral / active EE | $1,394 | $4,680-70.2% | $3,876-64.0% | $6,531-78.7% |
| Admin fee / account holder | $3,170 | $8,856-64.2% | $6,173-48.7% | $14,480-78.1% |