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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 | $34,319 | $88,754-61.3% | $81,820-58.1% | $145,877-76.5% |
| Participation rate | 77.8% | 75.1%+2.7pp | 72.4%+5.4pp | 80.3%-2.5pp |
| Annual return | 9.57% | 1031.77%-1022.2pp | 777.93%-768.4pp | 551.28%-541.7pp |
| Employer contribution / active EE | $8,541 | $3,085+176.8% | $2,915+193.0% | $4,663+83.2% |
| Participant deferral / active EE | $4,623 | $4,648-0.5% | $4,323+7.0% | $6,691-30.9% |
| Admin fee / account holder | $11,648 | $8,424+38.3% | $7,391+57.6% | $13,402-13.1% |