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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 | $51,064 | $99,031-48.4% | $86,597-41.0% | $147,585-65.4% |
| Participation rate | 91.7% | 76.3%+15.3pp | 73.5%+18.1pp | 82.8%+8.8pp |
| Annual return | 10.02% | 1312.56%-1302.5pp | 964.96%-954.9pp | 578.57%-568.5pp |
| Employer contribution / active EE | $2,892 | $3,132-7.7% | $2,840+1.9% | $4,876-40.7% |
| Participant deferral / active EE | $1,530 | $3,972-61.5% | $3,609-57.6% | $5,439-71.9% |
| Admin fee / account holder | $4,944 | $5,711-13.4% | $4,906+0.8% | $10,885-54.6% |