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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 | $33,564 | $99,011-66.1% | $86,582-61.2% | $147,586-77.3% |
| Participation rate | 85.7% | 76.3%+9.4pp | 73.5%+12.2pp | 82.8%+2.9pp |
| Annual return | 17.31% | 1312.75%-1295.4pp | 965.08%-947.8pp | 578.59%-561.3pp |
| Employer contribution / active EE | $2,886 | $3,132-7.9% | $2,839+1.6% | $4,876-40.8% |
| Participant deferral / active EE | $3,288 | $3,972-17.2% | $3,609-8.9% | $5,439-39.5% |
| Admin fee / account holder | $8,606 | $5,709+50.7% | $4,904+75.5% | $10,886-20.9% |