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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 | $32,121 | $96,388-66.7% | $80,627-60.2% | $139,466-77.0% |
| Participation rate | 77.8% | 73.6%+4.1pp | 67.0%+10.8pp | 80.3%-2.6pp |
| Annual return | 27.90% | 1352.08%-1324.2pp | 936.76%-908.9pp | 373.66%-345.8pp |
| Employer contribution / active EE | $3,175 | $3,260-2.6% | $2,723+16.6% | $4,754-33.2% |
| Participant deferral / active EE | $9,666 | $5,224+85.0% | $4,443+117.6% | $6,712+44.0% |
| Admin fee / account holder | $668 | $6,603-89.9% | $5,381-87.6% | $11,409-94.1% |