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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 | $29,931 | $88,778-66.3% | $81,844-63.4% | $145,884-79.5% |
| Participation rate | 83.3% | 75.1%+8.3pp | 72.4%+11.0pp | 80.3%+3.0pp |
| Annual return | 33.82% | 1033.03%-999.2pp | 778.87%-745.0pp | 551.85%-518.0pp |
| Employer contribution / active EE | $1,251 | $3,087-59.5% | $2,916-57.1% | $4,662-73.2% |
| Participant deferral / active EE | $2,944 | $4,648-36.7% | $4,323-31.9% | $6,690-56.0% |
| Admin fee / account holder | $4,018 | $8,430-52.3% | $7,355-45.4% | $13,392-70.0% |