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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 | $101,653-29.5% | $147,080-51.3% | $74,459-3.8% |
| Participation rate | 94.0% | 75.6%+18.4pp | 82.2%+11.8pp | 67.2%+26.8pp |
| Annual return | 22.77% | 8754.98%-8732.2pp | 420.17%-397.4pp | 1369.70%-1346.9pp |
| Employer contribution / active EE | $6,224 | $3,813+63.2% | $4,933+26.2% | $2,626+137.0% |
| Participant deferral / active EE | $7,921 | $7,304+8.4% | $8,066-1.8% | $4,350+82.1% |
| Admin fee / account holder | $4,734 | $1,752+170.3% | $12,989-63.5% | $1,945+143.4% |