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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 | $46,626 | $88,778-47.5% | $81,844-43.0% | $145,884-68.0% |
| Participation rate | 80.0% | 75.1%+4.9pp | 72.4%+7.6pp | 80.3%-0.3pp |
| Annual return | 18.16% | 1033.03%-1014.9pp | 778.87%-760.7pp | 551.85%-533.7pp |
| Employer contribution / active EE | $4,148 | $3,087+34.4% | $2,916+42.2% | $4,662-11.0% |
| Participant deferral / active EE | $2,579 | $4,648-44.5% | $4,323-40.4% | $6,690-61.5% |
| Admin fee / account holder | $1,040 | $8,430-87.7% | $7,355-85.9% | $13,392-92.2% |