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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 | $107,434 | $72,465+48.3% | $67,575+59.0% | $145,884-26.4% |
| Participation rate | 83.3% | 76.9%+6.5pp | 72.9%+10.4pp | 80.3%+3.0pp |
| Annual return | 19.79% | 7222.56%-7202.8pp | 3528.98%-3509.2pp | 551.85%-532.1pp |
| Employer contribution / active EE | $4,302 | $3,074+40.0% | $2,736+57.3% | $4,662-7.7% |
| Participant deferral / active EE | $2,564 | $4,786-46.4% | $4,003-35.9% | $6,690-61.7% |
| Admin fee / account holder | $1,524 | $5,515-72.4% | $3,993-61.8% | $13,392-88.6% |