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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 | $76,923 | $99,011-22.3% | $86,582-11.2% | $147,586-47.9% |
| Participation rate | 95.7% | 76.3%+19.3pp | 73.5%+22.1pp | 82.8%+12.8pp |
| Annual return | 9.53% | 1312.75%-1303.2pp | 965.08%-955.6pp | 578.59%-569.1pp |
| Employer contribution / active EE | $5,078 | $3,132+62.1% | $2,839+78.8% | $4,876+4.1% |
| Participant deferral / active EE | $5,239 | $3,972+31.9% | $3,609+45.2% | $5,439-3.7% |
| Admin fee / account holder | $2,197 | $5,709-61.5% | $4,904-55.2% | $10,886-79.8% |