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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 | $74,499 | $171,867-56.7% | $149,716-50.2% | $147,585-49.5% |
| Participation rate | 94.1% | 88.2%+5.9pp | 87.1%+7.1pp | 82.8%+11.3pp |
| Annual return | 17.29% | 2113.36%-2096.1pp | 1501.67%-1484.4pp | 578.58%-561.3pp |
| Employer contribution / active EE | $4,428 | $6,275-29.4% | $5,444-18.7% | $4,876-9.2% |
| Participant deferral / active EE | $5,748 | $7,270-20.9% | $6,568-12.5% | $5,439+5.7% |
| Admin fee / account holder | $3,058 | $13,799-77.8% | $11,282-72.9% | $10,886-71.9% |