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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 | $46,760 | $99,017-52.8% | $86,587-46.0% | $147,585-68.3% |
| Participation rate | 83.3% | 76.3%+7.0pp | 73.5%+9.8pp | 82.8%+0.5pp |
| Annual return | 17.45% | 1312.37%-1294.9pp | 964.86%-947.4pp | 578.56%-561.1pp |
| Employer contribution / active EE | $2,611 | $3,132-16.6% | $2,839-8.0% | $4,876-46.5% |
| Participant deferral / active EE | $938 | $3,972-76.4% | $3,609-74.0% | $5,439-82.8% |
| Admin fee / account holder | $3,248 | $5,710-43.1% | $4,906-33.8% | $10,885-70.2% |