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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 | $19,052 | $102,595-81.4% | $94,057-79.7% | $154,746-87.7% |
| Participation rate | 85.7% | 76.0%+9.7pp | 73.3%+12.4pp | 80.7%+5.0pp |
| Annual return | 26.35% | 583.42%-557.1pp | 480.62%-454.3pp | 172.34%-146.0pp |
| Employer contribution / active EE | $2,986 | $3,147-5.1% | $2,933+1.8% | $4,379-31.8% |
| Participant deferral / active EE | $3,713 | $5,118-27.5% | $4,709-21.2% | $6,730-44.8% |
| Admin fee / account holder | $1,056 | $7,736-86.3% | $7,244-85.4% | $14,365-92.6% |