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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 | $70,893 | $96,419-26.5% | $80,648-12.1% | $139,487-49.2% |
| Participation rate | 95.8% | 73.6%+22.2pp | 67.0%+28.8pp | 80.3%+15.5pp |
| Annual return | 16.62% | 1352.86%-1336.2pp | 937.21%-920.6pp | 373.84%-357.2pp |
| Employer contribution / active EE | $2,203 | $3,261-32.4% | $2,724-19.1% | $4,755-53.7% |
| Participant deferral / active EE | $8,401 | $5,225+60.8% | $4,443+89.1% | $6,713+25.2% |
| Admin fee / account holder | $13,803 | $6,605+109.0% | $5,382+156.5% | $11,407+21.0% |