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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 | $53,124 | $96,388-44.9% | $80,627-34.1% | $139,466-61.9% |
| Participation rate | 81.3% | 73.6%+7.6pp | 67.0%+14.2pp | 80.3%+0.9pp |
| Annual return | 17.10% | 1352.08%-1335.0pp | 936.76%-919.7pp | 373.66%-356.6pp |
| Employer contribution / active EE | $7,596 | $3,260+133.0% | $2,723+179.0% | $4,754+59.8% |
| Participant deferral / active EE | $15,874 | $5,224+203.8% | $4,443+257.3% | $6,712+136.5% |
| Admin fee / account holder | $13,778 | $6,603+108.7% | $5,381+156.1% | $11,409+20.8% |