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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 | $52,619 | $72,071-27.0% | $68,368-23.0% | $137,256-61.7% |
| Participation rate | 80.0% | 76.2%+3.8pp | 73.8%+6.2pp | 80.0%0pp |
| Annual return | 20.64% | 353.14%-332.5pp | 292.57%-271.9pp | 220.34%-199.7pp |
| Employer contribution / active EE | $4,452 | $2,788+59.7% | $2,649+68.1% | $4,156+7.1% |
| Participant deferral / active EE | $7,749 | $4,410+75.7% | $4,123+87.9% | $6,407+20.9% |
| Admin fee / account holder | $385 | $5,336-92.8% | $5,150-92.5% | $12,270-96.9% |