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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 | $65,434-22.4% | $98,483-48.4% | $85,847-40.8% |
| Participation rate | 97.1% | 65.0%+32.0pp | 73.3%+23.7pp | 69.3%+27.7pp |
| Annual return | 19.10% | 21.75%-2.7pp | 1494.38%-1475.3pp | 318.61%-299.5pp |
| Employer contribution / active EE | $3,633 | $2,169+67.5% | $2,961+22.7% | $2,565+41.6% |
| Participant deferral / active EE | $8,120 | $3,168+156.3% | $4,276+89.9% | $3,952+105.5% |
| Admin fee / account holder | $460 | $4,595-90.0% | $5,953-92.3% | $6,261-92.6% |