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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 | $31,871 | $99,011-67.8% | $86,582-63.2% | $147,586-78.4% |
| Participation rate | 83.3% | 76.3%+7.0pp | 73.5%+9.8pp | 82.8%+0.5pp |
| Annual return | 12.57% | 1312.75%-1300.2pp | 965.08%-952.5pp | 578.59%-566.0pp |
| Employer contribution / active EE | $5,119 | $3,132+63.4% | $2,839+80.3% | $4,876+5.0% |
| Participant deferral / active EE | $2,729 | $3,972-31.3% | $3,609-24.4% | $5,439-49.8% |
| Admin fee / account holder | $3,262 | $5,709-42.9% | $4,904-33.5% | $10,886-70.0% |