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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 | $44,060 | $104,953-58.0% | $84,637-47.9% | $152,909-71.2% |
| Participation rate | 83.3% | 74.8%+8.5pp | 68.2%+15.1pp | 82.5%+0.9pp |
| Annual return | 24.99% | 373.94%-348.9pp | 258.82%-233.8pp | 345.46%-320.5pp |
| Employer contribution / active EE | $2,369 | $3,304-28.3% | $2,653-10.7% | $4,764-50.3% |
| Participant deferral / active EE | $5,257 | $4,691+12.1% | $3,900+34.8% | $5,851-10.2% |
| Admin fee / account holder | $3,661 | $6,244-41.4% | $4,914-25.5% | $11,601-68.4% |