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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 | $40,363 | $99,009-59.2% | $86,581-53.4% | $147,585-72.7% |
| Participation rate | 80.0% | 76.3%+3.7pp | 73.5%+6.5pp | 82.8%-2.8pp |
| Annual return | 12.24% | 1312.70%-1300.5pp | 965.06%-952.8pp | 578.58%-566.3pp |
| Employer contribution / active EE | $3,340 | $3,132+6.6% | $2,840+17.6% | $4,876-31.5% |
| Participant deferral / active EE | $3,380 | $3,972-14.9% | $3,609-6.3% | $5,439-37.9% |
| Admin fee / account holder | $3,320 | $5,709-41.8% | $4,904-32.3% | $10,886-69.5% |