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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 | $31,546 | $72,446-56.5% | $67,561-53.3% | $145,877-78.4% |
| Participation rate | 80.0% | 76.9%+3.1pp | 72.9%+7.1pp | 80.3%-0.3pp |
| Annual return | 11.90% | 7211.98%-7200.1pp | 3525.44%-3513.5pp | 551.28%-539.4pp |
| Employer contribution / active EE | $4,544 | $3,072+47.9% | $2,735+66.2% | $4,663-2.5% |
| Participant deferral / active EE | $12,942 | $4,785+170.5% | $4,003+223.3% | $6,691+93.4% |
| Admin fee / account holder | $3,585 | $5,541-35.3% | $4,006-10.5% | $13,402-73.3% |