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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 | $38,951 | $144,130-73.0% | $117,861-67.0% | $147,586-73.6% |
| Participation rate | 88.9% | 83.4%+5.5pp | 79.7%+9.2pp | 82.8%+6.1pp |
| Annual return | 10.72% | 531.20%-520.5pp | 335.11%-324.4pp | 578.59%-567.9pp |
| Employer contribution / active EE | $1,570 | $4,897-67.9% | $3,786-58.5% | $4,876-67.8% |
| Participant deferral / active EE | $3,831 | $5,316-27.9% | $4,482-14.5% | $5,439-29.6% |
| Admin fee / account holder | $5,767 | $10,887-47.0% | $8,021-28.1% | $10,886-47.0% |