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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 | $92,503 | $72,396+27.8% | $67,511+37.0% | $145,959-36.6% |
| Participation rate | 94.4% | 76.9%+17.6pp | 72.9%+21.6pp | 80.3%+14.2pp |
| Annual return | 20.26% | 7194.07%-7173.8pp | 3517.41%-3497.1pp | 561.95%-541.7pp |
| Employer contribution / active EE | $5,654 | $3,071+84.1% | $2,733+106.9% | $4,661+21.3% |
| Participant deferral / active EE | $5,489 | $4,781+14.8% | $4,000+37.2% | $6,689-17.9% |
| Admin fee / account holder | $854 | $5,538-84.6% | $3,999-78.7% | $13,398-93.6% |