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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 | $30,576 | $156,927-80.5% | $121,169-74.8% | $139,456-78.1% |
| Participation rate | 90.9% | 76.4%+14.5pp | 69.5%+21.4pp | 80.3%+10.6pp |
| Annual return | 16.35% | 1475.85%-1459.5pp | 986.71%-970.4pp | 373.45%-357.1pp |
| Employer contribution / active EE | $2,699 | $5,542-51.3% | $4,168-35.2% | $4,753-43.2% |
| Participant deferral / active EE | $2,760 | $4,848-43.1% | $4,083-32.4% | $6,711-58.9% |
| Admin fee / account holder | $685 | $6,946-90.1% | $5,645-87.9% | $11,407-94.0% |