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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 | $47,533 | $138,075-65.6% | $123,552-61.5% | $135,379-64.9% |
| Participation rate | 83.3% | 84.7%-1.4pp | 82.3%+1.0pp | 82.6%+0.7pp |
| Annual return | 587.00% | 153.70%+433.3pp | 119.20%+467.8pp | 519.79%+67.2pp |
| Employer contribution / active EE | $2,334 | $5,152-54.7% | $4,628-49.6% | $4,779-51.2% |
| Participant deferral / active EE | $9,437 | $6,800+38.8% | $6,426+46.9% | $5,609+68.2% |
| Admin fee / account holder | $711 | $10,917-93.5% | $9,285-92.3% | $10,828-93.4% |