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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 | $52,122 | $73,421-29.0% | $66,439-21.5% | $155,188-66.4% |
| Participation rate | 90.9% | 79.7%+11.2pp | 74.5%+16.4pp | 80.8%+10.1pp |
| Annual return | 12.46% | 1382.37%-1369.9pp | 757.66%-745.2pp | 148.84%-136.4pp |
| Employer contribution / active EE | $7,221 | $3,039+137.6% | $2,637+173.9% | $4,248+70.0% |
| Participant deferral / active EE | $15,662 | $4,680+234.7% | $3,876+304.1% | $6,531+139.8% |
| Admin fee / account holder | $14,513 | $8,856+63.9% | $6,173+135.1% | $14,480+0.2% |