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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 | $43,068 | $156,963-72.6% | $121,204-64.5% | $139,466-69.1% |
| Participation rate | 81.8% | 76.5%+5.4pp | 69.5%+12.3pp | 80.3%+1.5pp |
| Annual return | 19.30% | 1476.75%-1457.4pp | 987.18%-967.9pp | 373.66%-354.4pp |
| Employer contribution / active EE | $7,498 | $5,544+35.2% | $4,170+79.8% | $4,754+57.7% |
| Participant deferral / active EE | $2,702 | $4,848-44.3% | $4,083-33.8% | $6,712-59.7% |
| Admin fee / account holder | $1,118 | $6,953-83.9% | $5,651-80.2% | $11,409-90.2% |