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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 | $13,371 | $102,595-87.0% | $94,057-85.8% | $154,746-91.4% |
| Participation rate | 93.3% | 76.0%+17.3pp | 73.3%+20.0pp | 80.7%+12.6pp |
| Annual return | 30.44% | 583.42%-553.0pp | 480.62%-450.2pp | 172.34%-141.9pp |
| Employer contribution / active EE | $2,736 | $3,147-13.1% | $2,933-6.7% | $4,379-37.5% |
| Participant deferral / active EE | $3,984 | $5,118-22.2% | $4,709-15.4% | $6,730-40.8% |
| Admin fee / account holder | $925 | $7,736-88.0% | $7,244-87.2% | $14,365-93.6% |