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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 | $54,037 | $97,761-44.7% | $83,850-35.6% | $135,382-60.1% |
| Participation rate | 88.9% | 80.0%+8.9pp | 76.1%+12.7pp | 82.6%+6.2pp |
| Annual return | 9.49% | 1287.44%-1278.0pp | 850.92%-841.4pp | 519.77%-510.3pp |
| Employer contribution / active EE | $2,948 | $4,222-30.2% | $3,631-18.8% | $4,779-38.3% |
| Participant deferral / active EE | $5,069 | $4,682+8.3% | $4,082+24.2% | $5,609-9.6% |
| Admin fee / account holder | $10,726 | $6,674+60.7% | $5,478+95.8% | $10,829-0.9% |