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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 | $72,363 | $99,011-26.9% | $86,582-16.4% | $147,586-51.0% |
| Participation rate | 90.0% | 76.3%+13.7pp | 73.5%+16.5pp | 82.8%+7.2pp |
| Annual return | 14.58% | 1312.75%-1298.2pp | 965.08%-950.5pp | 578.59%-564.0pp |
| Employer contribution / active EE | $417 | $3,132-86.7% | $2,839-85.3% | $4,876-91.5% |
| Participant deferral / active EE | $2,482 | $3,972-37.5% | $3,609-31.2% | $5,439-54.4% |
| Admin fee / account holder | $22,004 | $5,709+285.4% | $4,904+348.7% | $10,886+102.1% |