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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 | $25,983 | $99,011-73.8% | $86,582-70.0% | $147,586-82.4% |
| Participation rate | 83.3% | 76.3%+7.0pp | 73.5%+9.8pp | 82.8%+0.5pp |
| Annual return | 16.95% | 1312.75%-1295.8pp | 965.08%-948.1pp | 578.59%-561.6pp |
| Employer contribution / active EE | $3,486 | $3,132+11.3% | $2,839+22.8% | $4,876-28.5% |
| Participant deferral / active EE | $751 | $3,972-81.1% | $3,609-79.2% | $5,439-86.2% |
| Admin fee / account holder | $9,581 | $5,709+67.8% | $4,904+95.4% | $10,886-12.0% |