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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 | $34,698 | $88,778-60.9% | $81,844-57.6% | $145,884-76.2% |
| Participation rate | 93.3% | 75.1%+18.3pp | 72.4%+21.0pp | 80.3%+13.0pp |
| Annual return | 12.90% | 1033.03%-1020.1pp | 778.87%-766.0pp | 551.85%-538.9pp |
| Employer contribution / active EE | $3,007 | $3,087-2.6% | $2,916+3.1% | $4,662-35.5% |
| Participant deferral / active EE | $7,239 | $4,648+55.7% | $4,323+67.4% | $6,690+8.2% |
| Admin fee / account holder | $3,704 | $8,430-56.1% | $7,355-49.6% | $13,392-72.3% |