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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 | $32,484 | $99,011-67.2% | $86,582-62.5% | $147,586-78.0% |
| Participation rate | 83.3% | 76.3%+7.0pp | 73.5%+9.8pp | 82.8%+0.5pp |
| Annual return | 20.12% | 1312.75%-1292.6pp | 965.08%-945.0pp | 578.59%-558.5pp |
| Employer contribution / active EE | $2,126 | $3,132-32.1% | $2,839-25.1% | $4,876-56.4% |
| Participant deferral / active EE | $2,367 | $3,972-40.4% | $3,609-34.4% | $5,439-56.5% |
| Admin fee / account holder | $664 | $5,709-88.4% | $4,904-86.5% | $10,886-93.9% |