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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 | $32,820 | $96,388-65.9% | $80,627-59.3% | $139,466-76.5% |
| Participation rate | 88.9% | 73.6%+15.2pp | 67.0%+21.9pp | 80.3%+8.6pp |
| Annual return | 21.85% | 1352.08%-1330.2pp | 936.76%-914.9pp | 373.66%-351.8pp |
| Employer contribution / active EE | $3,400 | $3,260+4.3% | $2,723+24.9% | $4,754-28.5% |
| Participant deferral / active EE | $7,556 | $5,224+44.6% | $4,443+70.1% | $6,712+12.6% |
| Admin fee / account holder | $4,976 | $6,603-24.6% | $5,381-7.5% | $11,409-56.4% |