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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 | $9,707 | $73,421-86.8% | $66,439-85.4% | $155,188-93.7% |
| Participation rate | 90.0% | 79.7%+10.3pp | 74.5%+15.5pp | 80.8%+9.2pp |
| Annual return | 8.46% | 1382.37%-1373.9pp | 757.66%-749.2pp | 148.84%-140.4pp |
| Employer contribution / active EE | $3,761 | $3,039+23.8% | $2,637+42.7% | $4,248-11.5% |
| Participant deferral / active EE | $2,282 | $4,680-51.2% | $3,876-41.1% | $6,531-65.1% |
| Admin fee / account holder | $3,933 | $8,856-55.6% | $6,173-36.3% | $14,480-72.8% |