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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 | $47,491 | $100,868-52.9% | $90,414-47.5% | $158,931-70.1% |
| Participation rate | 81.0% | 75.0%+5.9pp | 72.7%+8.3pp | 82.0%-1.0pp |
| Annual return | 10.12% | 1724.58%-1714.5pp | 1293.19%-1283.1pp | 302.86%-292.7pp |
| Employer contribution / active EE | $1,180 | $3,689-68.0% | $3,262-63.8% | $4,761-75.2% |
| Participant deferral / active EE | $9,179 | $4,348+111.1% | $3,963+131.6% | $5,982+53.4% |
| Admin fee / account holder | $13,965 | $6,502+114.8% | $5,611+148.9% | $11,247+24.2% |