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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 | $71,662 | $101,499-29.4% | $147,005-51.3% | $74,546-3.9% |
| Participation rate | 94.0% | 75.5%+18.5pp | 82.2%+11.8pp | 67.2%+26.8pp |
| Annual return | 22.77% | 8732.34%-8709.6pp | 418.76%-396.0pp | 1366.03%-1343.3pp |
| Employer contribution / active EE | $6,224 | $3,811+63.3% | $4,934+26.1% | $2,624+137.2% |
| Participant deferral / active EE | $7,921 | $7,304+8.4% | $8,070-1.8% | $4,347+82.2% |
| Admin fee / account holder | $4,734 | $1,748+170.9% | $13,006-63.6% | $1,944+143.6% |