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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 | $22,519 | $109,872-79.5% | $98,483-77.1% | $167,536-86.6% |
| Participation rate | 76.2% | 75.8%+0.4pp | 73.3%+2.8pp | 82.1%-5.9pp |
| Annual return | 32.62% | 1959.31%-1926.7pp | 1494.38%-1461.8pp | 478.82%-446.2pp |
| Employer contribution / active EE | $2,358 | $3,225-26.9% | $2,961-20.4% | $4,839-51.3% |
| Participant deferral / active EE | $4,136 | $4,673-11.5% | $4,276-3.3% | $6,342-34.8% |
| Admin fee / account holder | $4,203 | $6,757-37.8% | $5,953-29.4% | $12,315-65.9% |