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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 | $46,864 | $99,011-52.7% | $86,582-45.9% | $147,586-68.2% |
| Participation rate | 87.5% | 76.3%+11.2pp | 73.5%+14.0pp | 82.8%+4.7pp |
| Annual return | 20.08% | 1312.75%-1292.7pp | 965.08%-945.0pp | 578.59%-558.5pp |
| Employer contribution / active EE | $2,893 | $3,132-7.6% | $2,839+1.9% | $4,876-40.7% |
| Participant deferral / active EE | $4,789 | $3,972+20.5% | $3,609+32.7% | $5,439-12.0% |
| Admin fee / account holder | $3,871 | $5,709-32.2% | $4,904-21.1% | $10,886-64.4% |