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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 | $50,793 | $65,423-22.4% | $98,477-48.4% | $85,856-40.8% |
| Participation rate | 97.1% | 65.0%+32.1pp | 73.3%+23.7pp | 69.3%+27.7pp |
| Annual return | 19.10% | 21.76%-2.7pp | 1493.59%-1474.5pp | 318.58%-299.5pp |
| Employer contribution / active EE | $3,633 | $2,168+67.6% | $2,961+22.7% | $2,565+41.6% |
| Participant deferral / active EE | $8,120 | $3,167+156.4% | $4,276+89.9% | $3,952+105.5% |
| Admin fee / account holder | $460 | $4,594-90.0% | $5,951-92.3% | $6,261-92.6% |