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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 | $54,738 | $97,732-44.0% | $83,831-34.7% | $135,380-59.6% |
| Participation rate | 94.4% | 80.0%+14.5pp | 76.1%+18.3pp | 82.6%+11.8pp |
| Annual return | 12.69% | 1287.56%-1274.9pp | 850.99%-838.3pp | 519.81%-507.1pp |
| Employer contribution / active EE | $1,278 | $4,222-69.7% | $3,631-64.8% | $4,779-73.3% |
| Participant deferral / active EE | $1,379 | $4,683-70.6% | $4,082-66.2% | $5,609-75.4% |
| Admin fee / account holder | $6,547 | $6,675-1.9% | $5,479+19.5% | $10,828-39.5% |