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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 | $14,378 | $96,361-85.1% | $80,607-82.2% | $139,456-89.7% |
| Participation rate | 90.0% | 73.6%+16.4pp | 67.0%+23.0pp | 80.3%+9.7pp |
| Annual return | 20.01% | 1350.95%-1330.9pp | 936.11%-916.1pp | 373.45%-353.4pp |
| Employer contribution / active EE | $1,070 | $3,262-67.2% | $2,724-60.7% | $4,753-77.5% |
| Participant deferral / active EE | $7,710 | $5,232+47.4% | $4,448+73.4% | $6,711+14.9% |
| Admin fee / account holder | $5,677 | $6,601-14.0% | $5,379+5.5% | $11,407-50.2% |