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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 | $36,525 | $88,778-58.9% | $81,844-55.4% | $145,884-75.0% |
| Participation rate | 86.7% | 75.1%+11.6pp | 72.4%+14.3pp | 80.3%+6.4pp |
| Annual return | 16.04% | 1033.03%-1017.0pp | 778.87%-762.8pp | 551.85%-535.8pp |
| Employer contribution / active EE | $1,623 | $3,087-47.4% | $2,916-44.4% | $4,662-65.2% |
| Participant deferral / active EE | $4,687 | $4,648+0.8% | $4,323+8.4% | $6,690-29.9% |
| Admin fee / account holder | $3,338 | $8,430-60.4% | $7,355-54.6% | $13,392-75.1% |