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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 | $48,735 | $175,231-72.2% | $149,696-67.4% | $139,466-65.1% |
| Participation rate | 90.0% | 83.4%+6.6pp | 78.8%+11.2pp | 80.3%+9.7pp |
| Annual return | 24.34% | 166.77%-142.4pp | 134.46%-110.1pp | 373.66%-349.3pp |
| Employer contribution / active EE | $3,187 | $5,478-41.8% | $4,821-33.9% | $4,754-33.0% |
| Participant deferral / active EE | $5,259 | $6,521-19.4% | $5,682-7.4% | $6,712-21.6% |
| Admin fee / account holder | $384 | $16,155-97.6% | $13,212-97.1% | $11,409-96.6% |