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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 | $21,085 | $99,031-78.7% | $86,597-75.7% | $147,585-85.7% |
| Participation rate | 95.8% | 76.3%+19.5pp | 73.5%+22.3pp | 82.8%+13.0pp |
| Annual return | 19.36% | 1312.56%-1293.2pp | 964.96%-945.6pp | 578.57%-559.2pp |
| Employer contribution / active EE | $1,005 | $3,132-67.9% | $2,840-64.6% | $4,876-79.4% |
| Participant deferral / active EE | $2,077 | $3,972-47.7% | $3,609-42.4% | $5,439-61.8% |
| Admin fee / account holder | $2,492 | $5,711-56.4% | $4,906-49.2% | $10,885-77.1% |