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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 | $60,261 | $99,017-39.1% | $86,587-30.4% | $147,585-59.2% |
| Participation rate | 92.3% | 76.3%+16.0pp | 73.5%+18.8pp | 82.8%+9.5pp |
| Annual return | 15.51% | 1312.37%-1296.9pp | 964.86%-949.3pp | 578.56%-563.1pp |
| Employer contribution / active EE | $3,022 | $3,132-3.5% | $2,839+6.4% | $4,876-38.0% |
| Participant deferral / active EE | $4,543 | $3,972+14.4% | $3,609+25.9% | $5,439-16.5% |
| Admin fee / account holder | $4,591 | $5,710-19.6% | $4,906-6.4% | $10,885-57.8% |