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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 | $63,811 | $96,419-33.8% | $80,648-20.9% | $139,487-54.3% |
| Participation rate | 88.9% | 73.6%+15.2pp | 67.0%+21.9pp | 80.3%+8.6pp |
| Annual return | 13.71% | 1352.86%-1339.2pp | 937.21%-923.5pp | 373.84%-360.1pp |
| Employer contribution / active EE | $4,099 | $3,261+25.7% | $2,724+50.5% | $4,755-13.8% |
| Participant deferral / active EE | $9,443 | $5,225+80.7% | $4,443+112.5% | $6,713+40.7% |
| Admin fee / account holder | $10,961 | $6,605+66.0% | $5,382+103.7% | $11,407-3.9% |