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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 | $53,933 | $99,031-45.5% | $86,597-37.7% | $147,585-63.5% |
| Participation rate | 85.7% | 76.3%+9.4pp | 73.5%+12.2pp | 82.8%+2.9pp |
| Annual return | 13.11% | 1312.56%-1299.4pp | 964.96%-951.8pp | 578.57%-565.5pp |
| Employer contribution / active EE | $1,532 | $3,132-51.1% | $2,840-46.1% | $4,876-68.6% |
| Participant deferral / active EE | $1,493 | $3,972-62.4% | $3,609-58.6% | $5,439-72.5% |
| Admin fee / account holder | $3,925 | $5,711-31.3% | $4,906-20.0% | $10,885-63.9% |