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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 | $43,365 | $102,595-57.7% | $94,057-53.9% | $154,746-72.0% |
| Participation rate | 83.3% | 76.0%+7.3pp | 73.3%+10.0pp | 80.7%+2.6pp |
| Annual return | 19.52% | 583.42%-563.9pp | 480.62%-461.1pp | 172.34%-152.8pp |
| Employer contribution / active EE | $3,360 | $3,147+6.8% | $2,933+14.5% | $4,379-23.3% |
| Participant deferral / active EE | $5,127 | $5,118+0.2% | $4,709+8.9% | $6,730-23.8% |
| Admin fee / account holder | $1,646 | $7,736-78.7% | $7,244-77.3% | $14,365-88.5% |