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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 | $66,678 | $109,863-39.3% | $98,477-32.3% | $167,518-60.2% |
| Participation rate | 92.3% | 75.8%+16.5pp | 73.3%+19.0pp | 82.1%+10.2pp |
| Annual return | 12.76% | 1958.09%-1945.3pp | 1493.59%-1480.8pp | 478.71%-465.9pp |
| Employer contribution / active EE | $9,267 | $3,225+187.3% | $2,961+213.0% | $4,838+91.5% |
| Participant deferral / active EE | $21,789 | $4,673+366.3% | $4,276+409.5% | $6,342+243.6% |
| Admin fee / account holder | $18,749 | $6,755+177.6% | $5,951+215.1% | $12,312+52.3% |