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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 | $64,804 | $109,872-41.0% | $98,483-34.2% | $167,536-61.3% |
| Participation rate | 90.9% | 75.8%+15.1pp | 73.3%+17.6pp | 82.1%+8.8pp |
| Annual return | 16.86% | 1959.31%-1942.5pp | 1494.38%-1477.5pp | 478.82%-462.0pp |
| Employer contribution / active EE | $3,345 | $3,225+3.7% | $2,961+13.0% | $4,839-30.9% |
| Participant deferral / active EE | $8,013 | $4,673+71.5% | $4,276+87.4% | $6,342+26.3% |
| Admin fee / account holder | $8,843 | $6,757+30.9% | $5,953+48.6% | $12,315-28.2% |