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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 | $82,258 | $100,938-18.5% | $90,461-9.1% | $158,982-48.3% |
| Participation rate | 91.7% | 75.0%+16.6pp | 72.7%+19.0pp | 82.0%+9.7pp |
| Annual return | 15.33% | 1727.20%-1711.9pp | 1294.76%-1279.4pp | 302.99%-287.7pp |
| Employer contribution / active EE | $3,844 | $3,691+4.1% | $3,264+17.8% | $4,763-19.3% |
| Participant deferral / active EE | $8,827 | $4,350+102.9% | $3,964+122.6% | $5,983+47.5% |
| Admin fee / account holder | $409 | $6,510-93.7% | $5,617-92.7% | $11,252-96.4% |