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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 | $26,467 | $210,698-87.4% | $178,014-85.1% | $145,959-81.9% |
| Participation rate | 84.6% | 80.8%+3.9pp | 77.1%+7.5pp | 80.3%+4.3pp |
| Annual return | 52.46% | 386.27%-333.8pp | 294.80%-242.3pp | 561.95%-509.5pp |
| Employer contribution / active EE | $2,350 | $4,567-48.5% | $3,950-40.5% | $4,661-49.6% |
| Participant deferral / active EE | $0 | $6,958-100.0% | $6,276-100.0% | $6,689-100.0% |
| Admin fee / account holder | $1,091 | $12,016-90.9% | $10,362-89.5% | $13,398-91.9% |