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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 | $39,314 | $88,815-55.7% | $81,882-52.0% | $145,897-73.1% |
| Participation rate | 86.7% | 75.1%+11.6pp | 72.4%+14.3pp | 80.3%+6.4pp |
| Annual return | 20.95% | 1033.75%-1012.8pp | 779.47%-758.5pp | 552.29%-531.3pp |
| Employer contribution / active EE | $2,671 | $3,086-13.5% | $2,916-8.4% | $4,663-42.7% |
| Participant deferral / active EE | $6,944 | $4,647+49.4% | $4,323+60.6% | $6,689+3.8% |
| Admin fee / account holder | $1,018 | $8,434-87.9% | $7,360-86.2% | $13,390-92.4% |