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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 | $29,218 | $104,520-72.0% | $76,823-62.0% | $152,885-80.9% |
| Participation rate | 90.0% | 76.6%+13.4pp | 72.1%+17.9pp | 82.5%+7.5pp |
| Annual return | 21.66% | 1014.03%-992.4pp | 1166.42%-1144.8pp | 345.39%-323.7pp |
| Employer contribution / active EE | $2,365 | $3,117-24.1% | $2,302+2.7% | $4,763-50.3% |
| Participant deferral / active EE | $3,733 | $4,236-11.9% | $3,336+11.9% | $5,851-36.2% |
| Admin fee / account holder | $363 | $12,283-97.0% | $6,422-94.3% | $11,598-96.9% |