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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 | $36,542 | $99,011-63.1% | $86,582-57.8% | $147,586-75.2% |
| Participation rate | 91.7% | 76.3%+15.3pp | 73.5%+18.1pp | 82.8%+8.8pp |
| Annual return | 14.38% | 1312.75%-1298.4pp | 965.08%-950.7pp | 578.59%-564.2pp |
| Employer contribution / active EE | $1,986 | $3,132-36.6% | $2,839-30.1% | $4,876-59.3% |
| Participant deferral / active EE | $6,140 | $3,972+54.6% | $3,609+70.1% | $5,439+12.9% |
| Admin fee / account holder | $5,956 | $5,709+4.3% | $4,904+21.5% | $10,886-45.3% |