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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 | $37,299 | $88,754-58.0% | $81,820-54.4% | $145,877-74.4% |
| Participation rate | 90.0% | 75.1%+14.9pp | 72.4%+17.6pp | 80.3%+9.7pp |
| Annual return | 16.32% | 1031.77%-1015.4pp | 777.93%-761.6pp | 551.28%-535.0pp |
| Employer contribution / active EE | $2,265 | $3,085-26.6% | $2,915-22.3% | $4,663-51.4% |
| Participant deferral / active EE | $4,613 | $4,648-0.7% | $4,323+6.7% | $6,691-31.0% |
| Admin fee / account holder | $1,201 | $8,424-85.7% | $7,391-83.7% | $13,402-91.0% |