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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 | $66,207 | $99,011-33.1% | $86,582-23.5% | $147,586-55.1% |
| Participation rate | 90.0% | 76.3%+13.7pp | 73.5%+16.5pp | 82.8%+7.2pp |
| Annual return | 17.50% | 1312.75%-1295.3pp | 965.08%-947.6pp | 578.59%-561.1pp |
| Employer contribution / active EE | $2,918 | $3,132-6.8% | $2,839+2.8% | $4,876-40.2% |
| Participant deferral / active EE | $4,331 | $3,972+9.0% | $3,609+20.0% | $5,439-20.4% |
| Admin fee / account holder | $3,995 | $5,709-30.0% | $4,904-18.5% | $10,886-63.3% |