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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 | $97,831 | $135,956-28.0% | $123,894-21.0% | $273,972-64.3% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 1937.08% | 56.63%+1880.5pp | 47.52%+1889.6pp | 41.46%+1895.6pp |
| Employer contribution / active EE | $2,509 | $5,170-51.5% | $4,617-45.7% | $4,869-48.5% |
| Participant deferral / active EE | $3,706 | $6,343-41.6% | $5,984-38.1% | $5,287-29.9% |
| Admin fee / account holder | $2,595 | $9,817-73.6% | $8,357-68.9% | $10,133-74.4% |