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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 | $36,851 | $96,388-61.8% | $80,627-54.3% | $139,466-73.6% |
| Participation rate | 92.9% | 73.6%+19.2pp | 67.0%+25.8pp | 80.3%+12.5pp |
| Annual return | 18.59% | 1352.08%-1333.5pp | 936.76%-918.2pp | 373.66%-355.1pp |
| Employer contribution / active EE | $2,616 | $3,260-19.7% | $2,723-3.9% | $4,754-45.0% |
| Participant deferral / active EE | $3,492 | $5,224-33.2% | $4,443-21.4% | $6,712-48.0% |
| Admin fee / account holder | $1,846 | $6,603-72.0% | $5,381-65.7% | $11,409-83.8% |