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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 | $88,702-55.7% | $81,780-51.9% | $145,978-73.1% |
| Participation rate | 86.7% | 75.0%+11.6pp | 72.4%+14.3pp | 80.3%+6.4pp |
| Annual return | 20.95% | 1029.12%-1008.2pp | 776.27%-755.3pp | 550.52%-529.6pp |
| Employer contribution / active EE | $2,671 | $3,084-13.4% | $2,914-8.3% | $4,662-42.7% |
| Participant deferral / active EE | $6,944 | $4,645+49.5% | $4,321+60.7% | $6,690+3.8% |
| Admin fee / account holder | $1,018 | $8,414-87.9% | $7,384-86.2% | $13,400-92.4% |