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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 | $32,496 | $96,388-66.3% | $80,627-59.7% | $139,466-76.7% |
| Participation rate | 85.7% | 73.6%+12.1pp | 67.0%+18.7pp | 80.3%+5.4pp |
| Annual return | 22.24% | 1352.08%-1329.8pp | 936.76%-914.5pp | 373.66%-351.4pp |
| Employer contribution / active EE | $5,179 | $3,260+58.9% | $2,723+90.2% | $4,754+8.9% |
| Participant deferral / active EE | $9,362 | $5,224+79.2% | $4,443+110.7% | $6,712+39.5% |
| Admin fee / account holder | $831 | $6,603-87.4% | $5,381-84.6% | $11,409-92.7% |