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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 | $38,328 | $96,419-60.2% | $80,648-52.5% | $139,487-72.5% |
| Participation rate | 95.7% | 73.6%+22.0pp | 67.0%+28.6pp | 80.3%+15.3pp |
| Annual return | 17.62% | 1352.86%-1335.2pp | 937.21%-919.6pp | 373.84%-356.2pp |
| Employer contribution / active EE | $8,834 | $3,261+170.9% | $2,724+224.4% | $4,755+85.8% |
| Participant deferral / active EE | $13,708 | $5,225+162.3% | $4,443+208.5% | $6,713+104.2% |
| Admin fee / account holder | $13,876 | $6,605+110.1% | $5,382+157.8% | $11,407+21.6% |