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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 | $99,031-63.1% | $86,597-57.8% | $147,585-75.2% |
| Participation rate | 91.7% | 76.3%+15.3pp | 73.5%+18.1pp | 82.8%+8.8pp |
| Annual return | 14.38% | 1312.56%-1298.2pp | 964.96%-950.6pp | 578.57%-564.2pp |
| Employer contribution / active EE | $1,986 | $3,132-36.6% | $2,840-30.1% | $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 | $5,711+4.3% | $4,906+21.4% | $10,885-45.3% |