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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 | $32,655 | $88,702-63.2% | $81,780-60.1% | $145,978-77.6% |
| Participation rate | 88.2% | 75.0%+13.2pp | 72.4%+15.9pp | 80.3%+7.9pp |
| Annual return | 16.94% | 1029.12%-1012.2pp | 776.27%-759.3pp | 550.52%-533.6pp |
| Employer contribution / active EE | $5,384 | $3,084+74.6% | $2,914+84.8% | $4,662+15.5% |
| Participant deferral / active EE | $7,584 | $4,645+63.3% | $4,321+75.5% | $6,690+13.4% |
| Admin fee / account holder | $499 | $8,414-94.1% | $7,384-93.2% | $13,400-96.3% |