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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 | $36,623 | $81,668-55.2% | $58,507-37.4% | $139,487-73.7% |
| Participation rate | 90.0% | 61.3%+28.7pp | 50.9%+39.1pp | 80.3%+9.7pp |
| Annual return | 15.58% | 7430.07%-7414.5pp | 4252.32%-4236.7pp | 373.84%-358.3pp |
| Employer contribution / active EE | $7,654 | $1,398+447.5% | $1,053+626.7% | $4,755+61.0% |
| Participant deferral / active EE | $4,549 | $2,554+78.1% | $1,922+136.6% | $6,713-32.2% |
| Admin fee / account holder | $2,402 | $3,212-25.2% | $2,486-3.4% | $11,407-78.9% |