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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 | $30,724 | $156,927-80.4% | $121,169-74.6% | $139,456-78.0% |
| Participation rate | 87.5% | 76.4%+11.1pp | 69.5%+18.0pp | 80.3%+7.2pp |
| Annual return | 12.62% | 1475.85%-1463.2pp | 986.71%-974.1pp | 373.45%-360.8pp |
| Employer contribution / active EE | $1,396 | $5,542-74.8% | $4,168-66.5% | $4,753-70.6% |
| Participant deferral / active EE | $3,781 | $4,848-22.0% | $4,083-7.4% | $6,711-43.7% |
| Admin fee / account holder | $348 | $6,946-95.0% | $5,645-93.8% | $11,407-96.9% |