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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 | $114,582 | $168,635-32.1% | $147,617-22.4% | $125,389-8.6% |
| Participation rate | 88.2% | 88.8%-0.5pp | 84.6%+3.6pp | 83.2%+5.0pp |
| Annual return | 2264.88% | 77.65%+2187.2pp | 61.98%+2202.9pp | 282.24%+1982.6pp |
| Employer contribution / active EE | $2,213 | $6,252-64.6% | $5,564-60.2% | $4,866-54.5% |
| Participant deferral / active EE | $6,335 | $5,507+15.0% | $4,895+29.4% | $5,352+18.4% |
| Admin fee / account holder | $726 | $13,580-94.7% | $11,612-93.8% | $9,541-92.4% |