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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 | $88,754-41.6% | $81,820-36.7% | $145,877-64.5% |
| Participation rate | 90.9% | 75.1%+15.8pp | 72.4%+18.5pp | 80.3%+10.6pp |
| Annual return | 12.71% | 1031.77%-1019.1pp | 777.93%-765.2pp | 551.28%-538.6pp |
| Employer contribution / active EE | $7,911 | $3,085+156.4% | $2,915+171.4% | $4,663+69.6% |
| Participant deferral / active EE | $6,391 | $4,648+37.5% | $4,323+47.8% | $6,691-4.5% |
| Admin fee / account holder | $1,613 | $8,424-80.8% | $7,391-78.2% | $13,402-88.0% |