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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 | $29,474 | $102,595-71.3% | $94,057-68.7% | $154,746-81.0% |
| Participation rate | 85.7% | 76.0%+9.7pp | 73.3%+12.4pp | 80.7%+5.0pp |
| Annual return | 21.71% | 583.42%-561.7pp | 480.62%-458.9pp | 172.34%-150.6pp |
| Employer contribution / active EE | $2,568 | $3,147-18.4% | $2,933-12.5% | $4,379-41.4% |
| Participant deferral / active EE | $5,516 | $5,118+7.8% | $4,709+17.1% | $6,730-18.0% |
| Admin fee / account holder | $555 | $7,736-92.8% | $7,244-92.3% | $14,365-96.1% |