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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 | $35,537 | $149,040-76.2% | $120,225-70.4% | $137,256-74.1% |
| Participation rate | 80.0% | 75.4%+4.6pp | 69.6%+10.4pp | 80.0%0pp |
| Annual return | 17.53% | 605.68%-588.2pp | 439.23%-421.7pp | 220.34%-202.8pp |
| Employer contribution / active EE | $5,070 | $4,350+16.5% | $3,475+45.9% | $4,156+22.0% |
| Participant deferral / active EE | $5,946 | $4,655+27.7% | $3,999+48.7% | $6,407-7.2% |
| Admin fee / account holder | $4,129 | $6,348-35.0% | $5,696-27.5% | $12,270-66.4% |