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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 | $74,018 | $234,190-68.4% | $180,320-59.0% | $198,609-62.7% |
| Participation rate | 90.9% | 77.1%+13.8pp | 71.5%+19.4pp | 82.4%+8.5pp |
| Annual return | 13.33% | 1057.44%-1044.1pp | 778.54%-765.2pp | 202.70%-189.4pp |
| Employer contribution / active EE | $3,248 | $5,258-38.2% | $4,108-20.9% | $5,055-35.7% |
| Participant deferral / active EE | $3,781 | $4,988-24.2% | $4,304-12.2% | $6,977-45.8% |
| Admin fee / account holder | $1,839 | $12,558-85.4% | $10,000-81.6% | $19,030-90.3% |