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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 | $38,994 | $99,031-60.6% | $86,597-55.0% | $147,585-73.6% |
| Participation rate | 87.5% | 76.3%+11.2pp | 73.5%+14.0pp | 82.8%+4.7pp |
| Annual return | 19.47% | 1312.56%-1293.1pp | 964.96%-945.5pp | 578.57%-559.1pp |
| Employer contribution / active EE | $2,430 | $3,132-22.4% | $2,840-14.4% | $4,876-50.2% |
| Participant deferral / active EE | $5,119 | $3,972+28.9% | $3,609+41.8% | $5,439-5.9% |
| Admin fee / account holder | $4,964 | $5,711-13.1% | $4,906+1.2% | $10,885-54.4% |