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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 | $49,122 | $99,011-50.4% | $86,582-43.3% | $147,586-66.7% |
| Participation rate | 85.7% | 76.3%+9.4pp | 73.5%+12.2pp | 82.8%+2.9pp |
| Annual return | 15.84% | 1312.75%-1296.9pp | 965.08%-949.2pp | 578.59%-562.8pp |
| Employer contribution / active EE | $1,696 | $3,132-45.8% | $2,839-40.3% | $4,876-65.2% |
| Participant deferral / active EE | $4,243 | $3,972+6.8% | $3,609+17.6% | $5,439-22.0% |
| Admin fee / account holder | $6,299 | $5,709+10.3% | $4,904+28.4% | $10,886-42.1% |