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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 | $88,754-22.5% | $81,820-15.9% | $145,877-52.8% |
| Participation rate | 85.7% | 75.1%+10.6pp | 72.4%+13.3pp | 80.3%+5.4pp |
| Annual return | 12.25% | 1031.77%-1019.5pp | 777.93%-765.7pp | 551.28%-539.0pp |
| Employer contribution / active EE | $5,582 | $3,085+80.9% | $2,915+91.5% | $4,663+19.7% |
| Participant deferral / active EE | $5,644 | $4,648+21.4% | $4,323+30.6% | $6,691-15.6% |
| Admin fee / account holder | $33,555 | $8,424+298.3% | $7,391+354.0% | $13,402+150.4% |