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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 | $65,861 | $99,011-33.5% | $86,582-23.9% | $147,586-55.4% |
| Participation rate | 94.4% | 76.3%+18.1pp | 73.5%+20.9pp | 82.8%+11.6pp |
| Annual return | 13.59% | 1312.75%-1299.2pp | 965.08%-951.5pp | 578.59%-565.0pp |
| Employer contribution / active EE | $1,904 | $3,132-39.2% | $2,839-32.9% | $4,876-60.9% |
| Participant deferral / active EE | $1,570 | $3,972-60.5% | $3,609-56.5% | $5,439-71.1% |
| Admin fee / account holder | $4,447 | $5,709-22.1% | $4,904-9.3% | $10,886-59.1% |