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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 | $34,909 | $149,040-76.6% | $120,225-71.0% | $137,256-74.6% |
| Participation rate | 80.0% | 75.4%+4.6pp | 69.6%+10.4pp | 80.0%0pp |
| Annual return | 15.53% | 605.68%-590.2pp | 439.23%-423.7pp | 220.34%-204.8pp |
| Employer contribution / active EE | $3,168 | $4,350-27.2% | $3,475-8.8% | $4,156-23.8% |
| Participant deferral / active EE | $5,054 | $4,655+8.6% | $3,999+26.4% | $6,407-21.1% |
| Admin fee / account holder | $2,520 | $6,348-60.3% | $5,696-55.8% | $12,270-79.5% |