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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 | $19,003 | $96,419-80.3% | $80,648-76.4% | $139,487-86.4% |
| Participation rate | 91.7% | 73.6%+18.0pp | 67.0%+24.7pp | 80.3%+11.3pp |
| Annual return | 29.81% | 1352.86%-1323.0pp | 937.21%-907.4pp | 373.84%-344.0pp |
| Employer contribution / active EE | $3,525 | $3,261+8.1% | $2,724+29.4% | $4,755-25.9% |
| Participant deferral / active EE | $6,060 | $5,225+16.0% | $4,443+36.4% | $6,713-9.7% |
| Admin fee / account holder | $454 | $6,605-93.1% | $5,382-91.6% | $11,407-96.0% |