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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 | $45,015 | $65,440-31.2% | $98,506-54.3% | $85,851-47.6% |
| Participation rate | 85.7% | 65.0%+20.7pp | 73.3%+12.4pp | 69.3%+16.4pp |
| Annual return | 15.91% | 21.75%-5.8pp | 1494.92%-1479.0pp | 318.63%-302.7pp |
| Employer contribution / active EE | $3,287 | $2,169+51.6% | $2,961+11.0% | $2,565+28.1% |
| Participant deferral / active EE | $5,286 | $3,168+66.9% | $4,277+23.6% | $3,952+33.7% |
| Admin fee / account holder | $3,363 | $4,596-26.8% | $5,955-43.5% | $6,261-46.3% |