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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 | $20,682 | $99,031-79.1% | $86,597-76.1% | $147,585-86.0% |
| Participation rate | 77.8% | 76.3%+1.4pp | 73.5%+4.2pp | 82.8%-5.1pp |
| Annual return | 18.59% | 1312.56%-1294.0pp | 964.96%-946.4pp | 578.57%-560.0pp |
| Employer contribution / active EE | $1,617 | $3,132-48.4% | $2,840-43.1% | $4,876-66.8% |
| Participant deferral / active EE | $2,784 | $3,972-29.9% | $3,609-22.9% | $5,439-48.8% |
| Admin fee / account holder | $3,608 | $5,711-36.8% | $4,906-26.5% | $10,885-66.9% |