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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 | $53,401 | $99,011-46.1% | $86,582-38.3% | $147,586-63.8% |
| Participation rate | 83.3% | 76.3%+7.0pp | 73.5%+9.8pp | 82.8%+0.5pp |
| Annual return | 15.76% | 1312.75%-1297.0pp | 965.08%-949.3pp | 578.59%-562.8pp |
| Employer contribution / active EE | $3,057 | $3,132-2.4% | $2,839+7.7% | $4,876-37.3% |
| Participant deferral / active EE | $2,247 | $3,972-43.4% | $3,609-37.7% | $5,439-58.7% |
| Admin fee / account holder | $443 | $5,709-92.2% | $4,904-91.0% | $10,886-95.9% |