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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 | $51,805 | $88,710-41.6% | $81,783-36.7% | $145,959-64.5% |
| Participation rate | 90.9% | 75.0%+15.9pp | 72.4%+18.6pp | 80.3%+10.6pp |
| Annual return | 12.71% | 1027.26%-1014.6pp | 775.05%-762.3pp | 561.95%-549.2pp |
| Employer contribution / active EE | $7,911 | $3,083+156.6% | $2,913+171.6% | $4,661+69.7% |
| Participant deferral / active EE | $6,391 | $4,645+37.6% | $4,320+47.9% | $6,689-4.5% |
| Admin fee / account holder | $1,613 | $8,407-80.8% | $7,380-78.1% | $13,398-88.0% |