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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 | $110,972 | $172,111-35.5% | $150,298-26.2% | $137,256-19.1% |
| Participation rate | 94.7% | 81.7%+13.0pp | 77.8%+17.0pp | 80.0%+14.8pp |
| Annual return | 2071.95% | 69.37%+2002.6pp | 62.79%+2009.2pp | 220.34%+1851.6pp |
| Employer contribution / active EE | $2,312 | $4,636-50.1% | $4,154-44.3% | $4,156-44.4% |
| Participant deferral / active EE | $103,400 | $6,166+1577.0% | $5,453+1796.3% | $6,407+1513.9% |
| Admin fee / account holder | $7,180 | $16,471-56.4% | $14,116-49.1% | $12,270-41.5% |