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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 | $34,122 | $60,393-43.5% | $81,820-58.3% | $74,429-54.2% |
| Participation rate | 93.6% | 62.9%+30.7pp | 72.4%+21.2pp | 67.2%+26.4pp |
| Annual return | 15.98% | 16.89%-0.9pp | 777.93%-761.9pp | 1368.38%-1352.4pp |
| Employer contribution / active EE | $3,367 | $2,626+28.2% | $2,915+15.5% | $2,625+28.3% |
| Participant deferral / active EE | $3,246 | $3,397-4.5% | $4,323-24.9% | $4,348-25.4% |
| Admin fee / account holder | $2,059 | $1,491+38.1% | $7,391-72.1% | $1,944+5.9% |