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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 | $46,892 | $156,927-70.1% | $121,169-61.3% | $139,456-66.4% |
| Participation rate | 95.0% | 76.4%+18.6pp | 69.5%+25.5pp | 80.3%+14.7pp |
| Annual return | 20.85% | 1475.85%-1455.0pp | 986.71%-965.9pp | 373.45%-352.6pp |
| Employer contribution / active EE | $1,208 | $5,542-78.2% | $4,168-71.0% | $4,753-74.6% |
| Participant deferral / active EE | $4,320 | $4,848-10.9% | $4,083+5.8% | $6,711-35.6% |
| Admin fee / account holder | $1,672 | $6,946-75.9% | $5,645-70.4% | $11,407-85.3% |