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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 | $15,907 | $68,097-76.6% | $62,929-74.7% | $137,256-88.4% |
| Participation rate | 80.0% | 77.4%+2.6pp | 73.1%+6.9pp | 80.0%0pp |
| Annual return | 14.34% | 1859.11%-1844.8pp | 1063.93%-1049.6pp | 220.34%-206.0pp |
| Employer contribution / active EE | $4,694 | $2,811+67.0% | $2,505+87.4% | $4,156+12.9% |
| Participant deferral / active EE | $5,551 | $4,553+21.9% | $3,888+42.8% | $6,407-13.4% |
| Admin fee / account holder | $3,063 | $6,521-53.0% | $5,065-39.5% | $12,270-75.0% |