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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 | $34,560 | $99,011-65.1% | $86,582-60.1% | $147,586-76.6% |
| Participation rate | 82.4% | 76.3%+6.0pp | 73.5%+8.8pp | 82.8%-0.5pp |
| Annual return | 17.65% | 1312.75%-1295.1pp | 965.08%-947.4pp | 578.59%-560.9pp |
| Employer contribution / active EE | $1,385 | $3,132-55.8% | $2,839-51.2% | $4,876-71.6% |
| Participant deferral / active EE | $4,779 | $3,972+20.3% | $3,609+32.4% | $5,439-12.1% |
| Admin fee / account holder | $1,123 | $5,709-80.3% | $4,904-77.1% | $10,886-89.7% |