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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 | $63,856 | $99,009-35.5% | $86,581-26.2% | $147,585-56.7% |
| Participation rate | 93.8% | 76.3%+17.4pp | 73.5%+20.2pp | 82.8%+10.9pp |
| Annual return | 16.25% | 1312.70%-1296.4pp | 965.06%-948.8pp | 578.58%-562.3pp |
| Employer contribution / active EE | $2,867 | $3,132-8.5% | $2,840+1.0% | $4,876-41.2% |
| Participant deferral / active EE | $2,071 | $3,972-47.9% | $3,609-42.6% | $5,439-61.9% |
| Admin fee / account holder | $4,365 | $5,709-23.5% | $4,904-11.0% | $10,886-59.9% |