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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 | $35,587 | $99,011-64.1% | $86,582-58.9% | $147,586-75.9% |
| Participation rate | 88.2% | 76.3%+11.9pp | 73.5%+14.7pp | 82.8%+5.4pp |
| Annual return | 12.03% | 1312.75%-1300.7pp | 965.08%-953.1pp | 578.59%-566.6pp |
| Employer contribution / active EE | $2,254 | $3,132-28.0% | $2,839-20.6% | $4,876-53.8% |
| Participant deferral / active EE | $4,148 | $3,972+4.4% | $3,609+14.9% | $5,439-23.7% |
| Admin fee / account holder | $14,516 | $5,709+154.3% | $4,904+196.0% | $10,886+33.4% |