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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 | $42,326 | $96,419-56.1% | $80,648-47.5% | $139,487-69.7% |
| Participation rate | 85.7% | 73.6%+12.1pp | 67.0%+18.7pp | 80.3%+5.4pp |
| Annual return | 14.15% | 1352.86%-1338.7pp | 937.21%-923.1pp | 373.84%-359.7pp |
| Employer contribution / active EE | $10,325 | $3,261+216.6% | $2,724+279.1% | $4,755+117.2% |
| Participant deferral / active EE | $3,554 | $5,225-32.0% | $4,443-20.0% | $6,713-47.1% |
| Admin fee / account holder | $26,201 | $6,605+296.7% | $5,382+386.8% | $11,407+129.7% |