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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 | $50,247 | $70,366-28.6% | $66,674-24.6% | $138,895-63.8% |
| Participation rate | 86.7% | 76.2%+10.5pp | 73.7%+13.0pp | 79.9%+6.7pp |
| Annual return | 18.02% | 386.41%-368.4pp | 321.24%-303.2pp | 145.39%-127.4pp |
| Employer contribution / active EE | $3,822 | $2,765+38.2% | $2,620+45.9% | $4,194-8.9% |
| Participant deferral / active EE | $7,032 | $4,374+60.8% | $4,084+72.2% | $6,396+9.9% |
| Admin fee / account holder | $3,532 | $5,262-32.9% | $5,098-30.7% | $12,562-71.9% |