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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 | $88,778-42.0% | $81,844-37.1% | $145,884-64.7% |
| Participation rate | 88.9% | 75.1%+13.8pp | 72.4%+16.5pp | 80.3%+8.6pp |
| Annual return | 14.59% | 1033.03%-1018.4pp | 778.87%-764.3pp | 551.85%-537.3pp |
| Employer contribution / active EE | $2,648 | $3,087-14.2% | $2,916-9.2% | $4,662-43.2% |
| Participant deferral / active EE | $3,503 | $4,648-24.6% | $4,323-19.0% | $6,690-47.6% |
| Admin fee / account holder | $3,647 | $8,430-56.7% | $7,355-50.4% | $13,392-72.8% |