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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 | $50,986 | $88,710-42.5% | $81,783-37.7% | $145,959-65.1% |
| Participation rate | 70.0% | 75.0%-5.0pp | 72.4%-2.4pp | 80.3%-10.3pp |
| Annual return | 17.94% | 1027.26%-1009.3pp | 775.05%-757.1pp | 561.95%-544.0pp |
| Employer contribution / active EE | $3,500 | $3,083+13.5% | $2,913+20.2% | $4,661-24.9% |
| Participant deferral / active EE | $5,087 | $4,645+9.5% | $4,320+17.7% | $6,689-23.9% |
| Admin fee / account holder | $354 | $8,407-95.8% | $7,380-95.2% | $13,398-97.4% |