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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 | $19,841 | $96,388-79.4% | $80,627-75.4% | $139,466-85.8% |
| Participation rate | 81.3% | 73.6%+7.6pp | 67.0%+14.2pp | 80.3%+0.9pp |
| Annual return | 21.01% | 1352.08%-1331.1pp | 936.76%-915.8pp | 373.66%-352.7pp |
| Employer contribution / active EE | $3,185 | $3,260-2.3% | $2,723+17.0% | $4,754-33.0% |
| Participant deferral / active EE | $3,619 | $5,224-30.7% | $4,443-18.6% | $6,712-46.1% |
| Admin fee / account holder | $10,711 | $6,603+62.2% | $5,381+99.1% | $11,409-6.1% |