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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 | $56,689 | $96,388-41.2% | $80,627-29.7% | $139,466-59.4% |
| Participation rate | 83.3% | 73.6%+9.7pp | 67.0%+16.3pp | 80.3%+3.0pp |
| Annual return | 12.58% | 1352.08%-1339.5pp | 936.76%-924.2pp | 373.66%-361.1pp |
| Employer contribution / active EE | $2,326 | $3,260-28.6% | $2,723-14.6% | $4,754-51.1% |
| Participant deferral / active EE | $6,654 | $5,224+27.4% | $4,443+49.8% | $6,712-0.9% |
| Admin fee / account holder | $1,055 | $6,603-84.0% | $5,381-80.4% | $11,409-90.8% |