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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 | $156,963-70.1% | $121,204-61.3% | $139,466-66.4% |
| Participation rate | 95.0% | 76.5%+18.5pp | 69.5%+25.5pp | 80.3%+14.7pp |
| Annual return | 20.85% | 1476.75%-1455.9pp | 987.18%-966.3pp | 373.66%-352.8pp |
| Employer contribution / active EE | $1,208 | $5,544-78.2% | $4,170-71.0% | $4,754-74.6% |
| Participant deferral / active EE | $4,320 | $4,848-10.9% | $4,083+5.8% | $6,712-35.6% |
| Admin fee / account holder | $1,672 | $6,953-76.0% | $5,651-70.4% | $11,409-85.3% |