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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 | $56,653 | $99,031-42.8% | $86,597-34.6% | $147,585-61.6% |
| Participation rate | 94.7% | 76.3%+18.4pp | 73.5%+21.2pp | 82.8%+11.9pp |
| Annual return | 13.53% | 1312.56%-1299.0pp | 964.96%-951.4pp | 578.57%-565.0pp |
| Employer contribution / active EE | $2,157 | $3,132-31.2% | $2,840-24.1% | $4,876-55.8% |
| Participant deferral / active EE | $9,731 | $3,972+145.0% | $3,609+169.6% | $5,439+78.9% |
| Admin fee / account holder | $6,220 | $5,711+8.9% | $4,906+26.8% | $10,885-42.9% |