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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 | $34,768 | $171,867-79.8% | $149,721-76.8% | $147,586-76.4% |
| Participation rate | 92.9% | 88.2%+4.7pp | 87.1%+5.8pp | 82.8%+10.0pp |
| Annual return | 14.65% | 2113.36%-2098.7pp | 1501.67%-1487.0pp | 578.59%-563.9pp |
| Employer contribution / active EE | $3,834 | $6,275-38.9% | $5,444-29.6% | $4,876-21.4% |
| Participant deferral / active EE | $8,290 | $7,270+14.0% | $6,568+26.2% | $5,439+52.4% |
| Admin fee / account holder | $19,540 | $13,799+41.6% | $11,282+73.2% | $10,886+79.5% |