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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 | $88,815-22.5% | $81,882-16.0% | $145,897-52.9% |
| Participation rate | 85.7% | 75.1%+10.6pp | 72.4%+13.3pp | 80.3%+5.4pp |
| Annual return | 12.25% | 1033.75%-1021.5pp | 779.47%-767.2pp | 552.29%-540.0pp |
| Employer contribution / active EE | $5,582 | $3,086+80.8% | $2,916+91.4% | $4,663+19.7% |
| Participant deferral / active EE | $5,644 | $4,647+21.4% | $4,323+30.5% | $6,689-15.6% |
| Admin fee / account holder | $33,555 | $8,434+297.8% | $7,360+355.9% | $13,390+150.6% |