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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 | $8,880 | $96,419-90.8% | $80,648-89.0% | $139,487-93.6% |
| Participation rate | 90.0% | 73.6%+16.4pp | 67.0%+23.0pp | 80.3%+9.7pp |
| Annual return | 27.56% | 1352.86%-1325.3pp | 937.21%-909.7pp | 373.84%-346.3pp |
| Employer contribution / active EE | $2,447 | $3,261-25.0% | $2,724-10.2% | $4,755-48.5% |
| Participant deferral / active EE | $4,444 | $5,225-14.9% | $4,4430% | $6,713-33.8% |
| Admin fee / account holder | $321 | $6,605-95.1% | $5,382-94.0% | $11,407-97.2% |