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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 | $109,872-39.3% | $98,483-32.3% | $167,536-60.2% |
| Participation rate | 92.3% | 75.8%+16.5pp | 73.3%+19.0pp | 82.1%+10.2pp |
| Annual return | 12.76% | 1959.31%-1946.5pp | 1494.38%-1481.6pp | 478.82%-466.1pp |
| Employer contribution / active EE | $9,267 | $3,225+187.3% | $2,961+213.0% | $4,839+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 | $6,757+177.5% | $5,953+215.0% | $12,315+52.3% |