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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 | $31,042 | $88,778-65.0% | $81,844-62.1% | $145,884-78.7% |
| Participation rate | 90.9% | 75.1%+15.8pp | 72.4%+18.5pp | 80.3%+10.6pp |
| Annual return | 15.48% | 1033.03%-1017.6pp | 778.87%-763.4pp | 551.85%-536.4pp |
| Employer contribution / active EE | $4,759 | $3,087+54.2% | $2,916+63.2% | $4,662+2.1% |
| Participant deferral / active EE | $12,312 | $4,648+164.9% | $4,323+184.8% | $6,690+84.0% |
| Admin fee / account holder | $1,782 | $8,430-78.9% | $7,355-75.8% | $13,392-86.7% |