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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 | $29,879 | $96,419-69.0% | $80,648-63.0% | $139,487-78.6% |
| Participation rate | 88.9% | 73.6%+15.2pp | 67.0%+21.9pp | 80.3%+8.6pp |
| Annual return | 21.70% | 1352.86%-1331.2pp | 937.21%-915.5pp | 373.84%-352.1pp |
| Employer contribution / active EE | $1,938 | $3,261-40.6% | $2,724-28.8% | $4,755-59.2% |
| Participant deferral / active EE | $6,702 | $5,225+28.3% | $4,443+50.8% | $6,713-0.2% |
| Admin fee / account holder | $1,579 | $6,605-76.1% | $5,382-70.7% | $11,407-86.2% |