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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 | $60,962 | $58,391+4.4% | $76,657-20.5% | $72,975-16.5% |
| Participation rate | 84.3% | 67.4%+16.9pp | 72.1%+12.2pp | 69.5%+14.8pp |
| Annual return | 22.12% | 2306.65%-2284.5pp | 1166.74%-1144.6pp | 81.01%-58.9pp |
| Employer contribution / active EE | $681 | $1,787-61.9% | $2,303-70.4% | $2,440-72.1% |
| Participant deferral / active EE | $7,530 | $2,690+179.9% | $3,335+125.7% | $3,608+108.7% |
| Admin fee / account holder | $883 | $4,014-78.0% | $6,423-86.3% | $5,124-82.8% |