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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 | $25,626 | $156,970-83.7% | $121,210-78.9% | $139,487-81.6% |
| Participation rate | 80.0% | 76.5%+3.5pp | 69.5%+10.5pp | 80.3%-0.3pp |
| Annual return | 22.93% | 1477.10%-1454.2pp | 987.41%-964.5pp | 373.84%-350.9pp |
| Employer contribution / active EE | $2,598 | $5,546-53.2% | $4,171-37.7% | $4,755-45.4% |
| Participant deferral / active EE | $3,230 | $4,849-33.4% | $4,084-20.9% | $6,713-51.9% |
| Admin fee / account holder | $410 | $6,947-94.1% | $5,647-92.7% | $11,407-96.4% |