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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 | $48,504 | $176,120-72.5% | $159,487-69.6% | $167,553-71.1% |
| Participation rate | 82.6% | 85.0%-2.3pp | 82.8%-0.2pp | 82.1%+0.5pp |
| Annual return | 11.93% | 331.95%-320.0pp | 263.71%-251.8pp | 478.89%-467.0pp |
| Employer contribution / active EE | $2,964 | $5,299-44.1% | $4,831-38.6% | $4,840-38.8% |
| Participant deferral / active EE | $2,657 | $7,752-65.7% | $7,354-63.9% | $6,343-58.1% |
| Admin fee / account holder | $6,135 | $12,561-51.2% | $10,804-43.2% | $12,316-50.2% |