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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 | $51,520 | $88,815-42.0% | $81,882-37.1% | $145,897-64.7% |
| Participation rate | 88.9% | 75.1%+13.8pp | 72.4%+16.5pp | 80.3%+8.6pp |
| Annual return | 14.59% | 1033.75%-1019.2pp | 779.47%-764.9pp | 552.29%-537.7pp |
| Employer contribution / active EE | $2,648 | $3,086-14.2% | $2,916-9.2% | $4,663-43.2% |
| Participant deferral / active EE | $3,503 | $4,647-24.6% | $4,323-19.0% | $6,689-47.6% |
| Admin fee / account holder | $3,647 | $8,434-56.8% | $7,360-50.4% | $13,390-72.8% |