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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 | $39,483 | $102,595-61.5% | $94,057-58.0% | $154,746-74.5% |
| Participation rate | 95.0% | 76.0%+19.0pp | 73.3%+21.7pp | 80.7%+14.3pp |
| Annual return | 18.36% | 583.42%-565.1pp | 480.62%-462.3pp | 172.34%-154.0pp |
| Employer contribution / active EE | $9,510 | $3,147+202.2% | $2,933+224.2% | $4,379+117.2% |
| Participant deferral / active EE | $12,597 | $5,118+146.1% | $4,709+167.5% | $6,730+87.2% |
| Admin fee / account holder | $5,778 | $7,736-25.3% | $7,244-20.2% | $14,365-59.8% |