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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 | $47,227 | $57,305-17.6% | $86,640-45.5% | $75,173-37.2% |
| Participation rate | 95.1% | 63.2%+31.9pp | 71.7%+23.4pp | 67.2%+27.9pp |
| Annual return | 17.75% | 2674.24%-2656.5pp | 592.52%-574.8pp | 160.72%-143.0pp |
| Employer contribution / active EE | $6,563 | $2,316+183.3% | $3,024+117.0% | $2,671+145.7% |
| Participant deferral / active EE | $4,752 | $3,320+43.2% | $4,438+7.1% | $4,126+15.2% |
| Admin fee / account holder | $2,994 | $4,116-27.3% | $5,616-46.7% | $5,651-47.0% |