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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 | $54,396 | $76,368-28.8% | $67,681-19.6% | $154,746-64.8% |
| Participation rate | 92.9% | 79.0%+13.9pp | 73.7%+19.1pp | 80.7%+12.2pp |
| Annual return | 33.16% | 1066.77%-1033.6pp | 590.58%-557.4pp | 172.34%-139.2pp |
| Employer contribution / active EE | $4,831 | $3,151+53.3% | $2,678+80.4% | $4,379+10.3% |
| Participant deferral / active EE | $8,065 | $4,824+67.2% | $3,976+102.9% | $6,730+19.8% |
| Admin fee / account holder | $5,685 | $8,559-33.6% | $6,100-6.8% | $14,365-60.4% |