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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 | $56,666 | $73,421-22.8% | $66,439-14.7% | $155,188-63.5% |
| Participation rate | 95.5% | 79.7%+15.8pp | 74.5%+21.0pp | 80.8%+14.7pp |
| Annual return | 13.33% | 1382.37%-1369.0pp | 757.66%-744.3pp | 148.84%-135.5pp |
| Employer contribution / active EE | $6,138 | $3,039+102.0% | $2,637+132.8% | $4,248+44.5% |
| Participant deferral / active EE | $6,588 | $4,680+40.8% | $3,876+70.0% | $6,531+0.9% |
| Admin fee / account holder | $520 | $8,856-94.1% | $6,173-91.6% | $14,480-96.4% |