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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 | $59,671 | $99,011-39.7% | $86,582-31.1% | $147,586-59.6% |
| Participation rate | 83.3% | 76.3%+7.0pp | 73.5%+9.8pp | 82.8%+0.5pp |
| Annual return | 14.75% | 1312.75%-1298.0pp | 965.08%-950.3pp | 578.59%-563.8pp |
| Employer contribution / active EE | $4,637 | $3,132+48.0% | $2,839+63.3% | $4,876-4.9% |
| Participant deferral / active EE | $3,872 | $3,972-2.5% | $3,609+7.3% | $5,439-28.8% |
| Admin fee / account holder | $562 | $5,709-90.2% | $4,904-88.5% | $10,886-94.8% |