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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 | $57,161 | $102,595-44.3% | $94,057-39.2% | $154,746-63.1% |
| Participation rate | 91.3% | 76.0%+15.3pp | 73.3%+18.0pp | 80.7%+10.6pp |
| Annual return | 14.48% | 583.42%-568.9pp | 480.62%-466.1pp | 172.34%-157.9pp |
| Employer contribution / active EE | $695 | $3,147-77.9% | $2,933-76.3% | $4,379-84.1% |
| Participant deferral / active EE | $4,197 | $5,118-18.0% | $4,709-10.9% | $6,730-37.6% |
| Admin fee / account holder | $1,535 | $7,736-80.2% | $7,244-78.8% | $14,365-89.3% |