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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 | $25,262 | $99,011-74.5% | $86,582-70.8% | $147,586-82.9% |
| Participation rate | 92.9% | 76.3%+16.5pp | 73.5%+19.3pp | 82.8%+10.0pp |
| Annual return | 19.79% | 1312.75%-1293.0pp | 965.08%-945.3pp | 578.59%-558.8pp |
| Employer contribution / active EE | $2,264 | $3,132-27.7% | $2,839-20.3% | $4,876-53.6% |
| Participant deferral / active EE | $1,159 | $3,972-70.8% | $3,609-67.9% | $5,439-78.7% |
| Admin fee / account holder | $3,300 | $5,709-42.2% | $4,904-32.7% | $10,886-69.7% |