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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 | $27,260 | $109,872-75.2% | $98,483-72.3% | $167,536-83.7% |
| Participation rate | 91.7% | 75.8%+15.8pp | 73.3%+18.3pp | 82.1%+9.6pp |
| Annual return | 13.15% | 1959.31%-1946.2pp | 1494.38%-1481.2pp | 478.82%-465.7pp |
| Employer contribution / active EE | $2,750 | $3,225-14.7% | $2,961-7.1% | $4,839-43.2% |
| Participant deferral / active EE | $4,938 | $4,673+5.7% | $4,276+15.5% | $6,342-22.1% |
| Admin fee / account holder | $8,806 | $6,757+30.3% | $5,953+47.9% | $12,315-28.5% |