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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 | $47,146 | $88,710-46.9% | $81,783-42.4% | $145,959-67.7% |
| Participation rate | 88.9% | 75.0%+13.8pp | 72.4%+16.5pp | 80.3%+8.6pp |
| Annual return | 16.09% | 1027.26%-1011.2pp | 775.05%-759.0pp | 561.95%-545.9pp |
| Employer contribution / active EE | $631 | $3,083-79.5% | $2,913-78.3% | $4,661-86.5% |
| Participant deferral / active EE | $2,837 | $4,645-38.9% | $4,320-34.3% | $6,689-57.6% |
| Admin fee / account holder | $1,779 | $8,407-78.8% | $7,380-75.9% | $13,398-86.7% |