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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 | $48,370 | $203,483-76.2% | $152,473-68.3% | $167,536-71.1% |
| Participation rate | 93.3% | 82.3%+11.0pp | 78.2%+15.1pp | 82.1%+11.2pp |
| Annual return | 13.57% | 13.80%-0.2pp | 757.59%-744.0pp | 478.82%-465.2pp |
| Employer contribution / active EE | $2,915 | $5,219-44.2% | $4,326-32.6% | $4,839-39.8% |
| Participant deferral / active EE | $7,139 | $6,711+6.4% | $5,817+22.7% | $6,342+12.6% |
| Admin fee / account holder | $2,519 | $22,521-88.8% | $15,811-84.1% | $12,315-79.5% |