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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 | $43,155 | $99,017-56.4% | $86,587-50.2% | $147,585-70.8% |
| Participation rate | 93.3% | 76.3%+17.0pp | 73.5%+19.8pp | 82.8%+10.5pp |
| Annual return | 11.63% | 1312.37%-1300.7pp | 964.86%-953.2pp | 578.56%-566.9pp |
| Employer contribution / active EE | $3,695 | $3,132+18.0% | $2,839+30.1% | $4,876-24.2% |
| Participant deferral / active EE | $6,933 | $3,972+74.5% | $3,609+92.1% | $5,439+27.5% |
| Admin fee / account holder | $1,261 | $5,710-77.9% | $4,906-74.3% | $10,885-88.4% |