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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 | $44,776 | $88,710-49.5% | $81,783-45.3% | $145,959-69.3% |
| Participation rate | 75.0% | 75.0%0pp | 72.4%+2.6pp | 80.3%-5.3pp |
| Annual return | 12.92% | 1027.26%-1014.3pp | 775.05%-762.1pp | 561.95%-549.0pp |
| Employer contribution / active EE | $2,784 | $3,083-9.7% | $2,913-4.4% | $4,661-40.3% |
| Participant deferral / active EE | $6,906 | $4,645+48.7% | $4,320+59.9% | $6,689+3.3% |
| Admin fee / account holder | $19,500 | $8,407+131.9% | $7,380+164.2% | $13,398+45.5% |