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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 | $47,689 | $150,447-68.3% | $136,298-65.0% | $147,586-67.7% |
| Participation rate | 85.7% | 84.4%+1.3pp | 81.9%+3.8pp | 82.8%+2.9pp |
| Annual return | 13.04% | 1049.15%-1036.1pp | 5156.27%-5143.2pp | 578.59%-565.6pp |
| Employer contribution / active EE | $1,754 | $5,256-66.6% | $4,696-62.6% | $4,876-64.0% |
| Participant deferral / active EE | $5,241 | $6,631-21.0% | $6,247-16.1% | $5,439-3.6% |
| Admin fee / account holder | $3,541 | $10,906-67.5% | $9,244-61.7% | $10,886-67.5% |