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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 | $33,569 | $99,017-66.1% | $86,587-61.2% | $147,585-77.3% |
| Participation rate | 93.3% | 76.3%+17.0pp | 73.5%+19.8pp | 82.8%+10.5pp |
| Annual return | 12.19% | 1312.37%-1300.2pp | 964.86%-952.7pp | 578.56%-566.4pp |
| Employer contribution / active EE | $2,269 | $3,132-27.6% | $2,839-20.1% | $4,876-53.5% |
| Participant deferral / active EE | $7,412 | $3,972+86.6% | $3,609+105.4% | $5,439+36.3% |
| Admin fee / account holder | $4,729 | $5,710-17.2% | $4,906-3.6% | $10,885-56.6% |