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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 | $38,894 | $99,011-60.7% | $86,582-55.1% | $147,586-73.6% |
| Participation rate | 80.0% | 76.3%+3.7pp | 73.5%+6.5pp | 82.8%-2.8pp |
| Annual return | 17.49% | 1312.75%-1295.3pp | 965.08%-947.6pp | 578.59%-561.1pp |
| Employer contribution / active EE | $522 | $3,132-83.3% | $2,839-81.6% | $4,876-89.3% |
| Participant deferral / active EE | $3,406 | $3,972-14.2% | $3,609-5.6% | $5,439-37.4% |
| Admin fee / account holder | $1,851 | $5,709-67.6% | $4,904-62.3% | $10,886-83.0% |