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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 | $88,710-61.3% | $81,783-58.0% | $145,959-76.5% |
| Participation rate | 77.8% | 75.0%+2.7pp | 72.4%+5.4pp | 80.3%-2.5pp |
| Annual return | 9.57% | 1027.26%-1017.7pp | 775.05%-765.5pp | 561.95%-552.4pp |
| Employer contribution / active EE | $8,541 | $3,083+177.0% | $2,913+193.2% | $4,661+83.3% |
| Participant deferral / active EE | $4,623 | $4,645-0.5% | $4,320+7.0% | $6,689-30.9% |
| Admin fee / account holder | $11,648 | $8,407+38.5% | $7,380+57.8% | $13,398-13.1% |