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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 | $68,790 | $88,710-22.5% | $81,783-15.9% | $145,959-52.9% |
| Participation rate | 85.7% | 75.0%+10.7pp | 72.4%+13.4pp | 80.3%+5.4pp |
| Annual return | 12.25% | 1027.26%-1015.0pp | 775.05%-762.8pp | 561.95%-549.7pp |
| Employer contribution / active EE | $5,582 | $3,083+81.0% | $2,913+91.6% | $4,661+19.8% |
| Participant deferral / active EE | $5,644 | $4,645+21.5% | $4,320+30.6% | $6,689-15.6% |
| Admin fee / account holder | $33,555 | $8,407+299.1% | $7,380+354.7% | $13,398+150.5% |