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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 | $42,825 | $124,175-65.5% | $108,405-60.5% | $167,536-74.4% |
| Participation rate | 93.8% | 82.3%+11.5pp | 80.1%+13.6pp | 82.1%+11.6pp |
| Annual return | 14.96% | 1380.13%-1365.2pp | 905.55%-890.6pp | 478.82%-463.9pp |
| Employer contribution / active EE | $2,879 | $4,188-31.2% | $3,559-19.1% | $4,839-40.5% |
| Participant deferral / active EE | $8,928 | $6,908+29.2% | $6,563+36.0% | $6,342+40.8% |
| Admin fee / account holder | $1,724 | $9,457-81.8% | $7,297-76.4% | $12,315-86.0% |