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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 | $26,038 | $156,963-83.4% | $121,204-78.5% | $139,466-81.3% |
| Participation rate | 90.0% | 76.5%+13.5pp | 69.5%+20.5pp | 80.3%+9.7pp |
| Annual return | 25.09% | 1476.75%-1451.7pp | 987.18%-962.1pp | 373.66%-348.6pp |
| Employer contribution / active EE | $4,022 | $5,544-27.5% | $4,170-3.5% | $4,754-15.4% |
| Participant deferral / active EE | $8,554 | $4,848+76.4% | $4,083+109.5% | $6,712+27.4% |
| Admin fee / account holder | $1,167 | $6,953-83.2% | $5,651-79.3% | $11,409-89.8% |