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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 | $20,576 | $124,187-83.4% | $108,410-81.0% | $167,518-87.7% |
| Participation rate | 85.7% | 82.3%+3.4pp | 80.1%+5.6pp | 82.1%+3.6pp |
| Annual return | 19.52% | 1379.80%-1360.3pp | 905.34%-885.8pp | 478.71%-459.2pp |
| Employer contribution / active EE | $3,013 | $4,187-28.0% | $3,558-15.3% | $4,838-37.7% |
| Participant deferral / active EE | $4,639 | $6,908-32.8% | $6,562-29.3% | $6,342-26.9% |
| Admin fee / account holder | $1,079 | $9,456-88.6% | $7,296-85.2% | $12,312-91.2% |