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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 | $66,672 | $90,607-26.4% | $79,467-16.1% | $135,380-50.8% |
| Participation rate | 94.4% | 76.0%+18.4pp | 73.3%+21.1pp | 82.6%+11.8pp |
| Annual return | 8.78% | 977.74%-969.0pp | 718.30%-709.5pp | 519.81%-511.0pp |
| Employer contribution / active EE | $2,952 | $3,068-3.8% | $2,800+5.4% | $4,779-38.2% |
| Participant deferral / active EE | $10,181 | $4,050+151.4% | $3,704+174.9% | $5,609+81.5% |
| Admin fee / account holder | $4,063 | $5,895-31.1% | $5,104-20.4% | $10,828-62.5% |