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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 | $28,654 | $88,778-67.7% | $81,844-65.0% | $145,884-80.4% |
| Participation rate | 90.9% | 75.1%+15.8pp | 72.4%+18.5pp | 80.3%+10.6pp |
| Annual return | 14.08% | 1033.03%-1018.9pp | 778.87%-764.8pp | 551.85%-537.8pp |
| Employer contribution / active EE | $3,779 | $3,087+22.4% | $2,916+29.6% | $4,662-19.0% |
| Participant deferral / active EE | $7,232 | $4,648+55.6% | $4,323+67.3% | $6,690+8.1% |
| Admin fee / account holder | $965 | $8,430-88.6% | $7,355-86.9% | $13,392-92.8% |