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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 | $45,056 | $175,259-74.3% | $149,723-69.9% | $139,487-67.7% |
| Participation rate | 92.9% | 83.4%+9.5pp | 78.8%+14.1pp | 80.3%+12.5pp |
| Annual return | 19.19% | 166.82%-147.6pp | 134.50%-115.3pp | 373.84%-354.7pp |
| Employer contribution / active EE | $3,503 | $5,478-36.1% | $4,821-27.4% | $4,755-26.3% |
| Participant deferral / active EE | $3,120 | $6,522-52.2% | $5,682-45.1% | $6,713-53.5% |
| Admin fee / account holder | $3,163 | $16,158-80.4% | $13,215-76.1% | $11,407-72.3% |