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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 | $94,307 | $169,361-44.3% | $129,397-27.1% | $145,877-35.4% |
| Participation rate | 90.0% | 76.5%+13.5pp | 69.6%+20.4pp | 80.3%+9.7pp |
| Annual return | 29.42% | 14395.54%-14366.1pp | 9453.98%-9424.6pp | 551.28%-521.9pp |
| Employer contribution / active EE | $2,346 | $5,542-57.7% | $4,154-43.5% | $4,663-49.7% |
| Participant deferral / active EE | $5,220 | $4,987+4.7% | $4,167+25.3% | $6,691-22.0% |
| Admin fee / account holder | $18,022 | $9,903+82.0% | $7,679+134.7% | $13,402+34.5% |