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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 | $40,068 | $124,175-67.7% | $108,405-63.0% | $167,553-76.1% |
| Participation rate | 88.2% | 82.3%+5.9pp | 80.1%+8.1pp | 82.1%+6.1pp |
| Annual return | 18.31% | 1380.13%-1361.8pp | 905.55%-887.2pp | 478.89%-460.6pp |
| Employer contribution / active EE | $2,298 | $4,188-45.1% | $3,559-35.4% | $4,840-52.5% |
| Participant deferral / active EE | $3,678 | $6,908-46.8% | $6,563-44.0% | $6,343-42.0% |
| Admin fee / account holder | $18,412 | $9,457+94.7% | $7,297+152.3% | $12,316+49.5% |