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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 | $61,266 | $88,778-31.0% | $81,844-25.1% | $145,884-58.0% |
| Participation rate | 84.6% | 75.1%+9.5pp | 72.4%+12.2pp | 80.3%+4.3pp |
| Annual return | 18.70% | 1033.03%-1014.3pp | 778.87%-760.2pp | 551.85%-533.1pp |
| Employer contribution / active EE | $3,225 | $3,087+4.5% | $2,916+10.6% | $4,662-30.8% |
| Participant deferral / active EE | $7,866 | $4,648+69.2% | $4,323+81.9% | $6,690+17.6% |
| Admin fee / account holder | $5,018 | $8,430-40.5% | $7,355-31.8% | $13,392-62.5% |