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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 | $32,694 | $109,830-70.2% | $98,452-66.8% | $167,497-80.5% |
| Participation rate | 75.0% | 75.8%-0.8pp | 73.3%+1.7pp | 82.1%-7.1pp |
| Annual return | 17.96% | 1957.04%-1939.1pp | 1492.96%-1475.0pp | 478.62%-460.7pp |
| Employer contribution / active EE | $3,123 | $3,224-3.2% | $2,960+5.5% | $4,838-35.5% |
| Participant deferral / active EE | $7,268 | $4,673+55.5% | $4,276+70.0% | $6,341+14.6% |
| Admin fee / account holder | $12,154 | $6,751+80.0% | $5,948+104.3% | $12,310-1.3% |