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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 | $51,208 | $96,123-46.7% | $77,361-33.8% | $198,609-74.2% |
| Participation rate | 90.9% | 81.1%+9.8pp | 75.0%+15.9pp | 82.4%+8.5pp |
| Annual return | 12.54% | 2054.81%-2042.3pp | 1011.54%-999.0pp | 202.70%-190.2pp |
| Employer contribution / active EE | $3,409 | $3,791-10.1% | $2,990+14.0% | $5,055-32.6% |
| Participant deferral / active EE | $5,625 | $4,975+13.1% | $3,911+43.8% | $6,977-19.4% |
| Admin fee / account holder | $17,206 | $9,471+81.7% | $5,894+191.9% | $19,030-9.6% |