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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 | $14,743 | $156,970-90.6% | $121,210-87.8% | $139,487-89.4% |
| Participation rate | 81.8% | 76.5%+5.3pp | 69.5%+12.3pp | 80.3%+1.5pp |
| Annual return | 21.95% | 1477.10%-1455.2pp | 987.41%-965.5pp | 373.84%-351.9pp |
| Employer contribution / active EE | $3,409 | $5,546-38.5% | $4,171-18.3% | $4,755-28.3% |
| Participant deferral / active EE | $3,390 | $4,849-30.1% | $4,084-17.0% | $6,713-49.5% |
| Admin fee / account holder | $2,514 | $6,947-63.8% | $5,647-55.5% | $11,407-78.0% |