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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 | $37,696 | $99,009-61.9% | $86,581-56.5% | $147,585-74.5% |
| Participation rate | 87.5% | 76.3%+11.2pp | 73.5%+14.0pp | 82.8%+4.7pp |
| Annual return | 16.72% | 1312.70%-1296.0pp | 965.06%-948.3pp | 578.58%-561.9pp |
| Employer contribution / active EE | $2,130 | $3,132-32.0% | $2,840-25.0% | $4,876-56.3% |
| Participant deferral / active EE | $1,446 | $3,972-63.6% | $3,609-59.9% | $5,439-73.4% |
| Admin fee / account holder | $2,556 | $5,709-55.2% | $4,904-47.9% | $10,886-76.5% |