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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 | $26,980 | $96,419-72.0% | $80,648-66.5% | $139,487-80.7% |
| Participation rate | 93.8% | 73.6%+20.1pp | 67.0%+26.7pp | 80.3%+13.4pp |
| Annual return | 14.71% | 1352.86%-1338.2pp | 937.21%-922.5pp | 373.84%-359.1pp |
| Employer contribution / active EE | $3,158 | $3,261-3.2% | $2,724+16.0% | $4,755-33.6% |
| Participant deferral / active EE | $4,275 | $5,225-18.2% | $4,443-3.8% | $6,713-36.3% |
| Admin fee / account holder | $9,730 | $6,605+47.3% | $5,382+80.8% | $11,407-14.7% |