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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 | $68,612 | $88,815-22.7% | $81,882-16.2% | $145,897-53.0% |
| Participation rate | 95.8% | 75.1%+20.8pp | 72.4%+23.4pp | 80.3%+15.5pp |
| Annual return | 17.78% | 1033.75%-1016.0pp | 779.47%-761.7pp | 552.29%-534.5pp |
| Employer contribution / active EE | $4,578 | $3,086+48.3% | $2,916+57.0% | $4,663-1.8% |
| Participant deferral / active EE | $4,485 | $4,647-3.5% | $4,323+3.7% | $6,689-33.0% |
| Admin fee / account holder | $13,038 | $8,434+54.6% | $7,360+77.2% | $13,390-2.6% |