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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 | $37,673 | $99,031-62.0% | $86,597-56.5% | $147,585-74.5% |
| Participation rate | 83.3% | 76.3%+7.0pp | 73.5%+9.8pp | 82.8%+0.5pp |
| Annual return | 10.03% | 1312.56%-1302.5pp | 964.96%-954.9pp | 578.57%-568.5pp |
| Employer contribution / active EE | $3,892 | $3,132+24.2% | $2,840+37.1% | $4,876-20.2% |
| Participant deferral / active EE | $4,796 | $3,972+20.7% | $3,609+32.9% | $5,439-11.8% |
| Admin fee / account holder | $1,061 | $5,711-81.4% | $4,906-78.4% | $10,885-90.3% |