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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 | $8,005 | $90,614-91.2% | $76,089-89.5% | $145,877-94.5% |
| Participation rate | 94.1% | 74.5%+19.6pp | 69.1%+25.0pp | 80.3%+13.8pp |
| Annual return | 14.08% | 623.80%-609.7pp | 360.94%-346.9pp | 551.28%-537.2pp |
| Employer contribution / active EE | $3,266 | $3,324-1.7% | $2,690+21.4% | $4,663-30.0% |
| Participant deferral / active EE | $3,576 | $5,168-30.8% | $4,259-16.0% | $6,691-46.5% |
| Admin fee / account holder | $1,243 | $8,376-85.2% | $6,418-80.6% | $13,402-90.7% |