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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 | $52,204 | $144,130-63.8% | $117,861-55.7% | $147,586-64.6% |
| Participation rate | 93.3% | 83.4%+9.9pp | 79.7%+13.7pp | 82.8%+10.5pp |
| Annual return | 19.14% | 531.20%-512.1pp | 335.11%-316.0pp | 578.59%-559.5pp |
| Employer contribution / active EE | $5,666 | $4,897+15.7% | $3,786+49.6% | $4,876+16.2% |
| Participant deferral / active EE | $4,100 | $5,316-22.9% | $4,482-8.5% | $5,439-24.6% |
| Admin fee / account holder | $684 | $10,887-93.7% | $8,021-91.5% | $10,886-93.7% |