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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 | $44,003 | $144,130-69.5% | $117,861-62.7% | $147,586-70.2% |
| Participation rate | 80.0% | 83.4%-3.4pp | 79.7%+0.3pp | 82.8%-2.8pp |
| Annual return | 16.35% | 531.20%-514.8pp | 335.11%-318.8pp | 578.59%-562.2pp |
| Employer contribution / active EE | $1,389 | $4,897-71.6% | $3,786-63.3% | $4,876-71.5% |
| Participant deferral / active EE | $2,381 | $5,316-55.2% | $4,482-46.9% | $5,439-56.2% |
| Admin fee / account holder | $6,515 | $10,887-40.2% | $8,021-18.8% | $10,886-40.2% |