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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 | $90,028 | $72,273+24.6% | $101,275-11.1% | $79,856+12.7% |
| Participation rate | 92.8% | 68.5%+24.3pp | 75.8%+16.9pp | 69.6%+23.1pp |
| Annual return | 2885.10% | 22.30%+2862.8pp | 46.48%+2838.6pp | 31.71%+2853.4pp |
| Employer contribution / active EE | $5,954 | $2,691+121.2% | $3,660+62.7% | $2,471+140.9% |
| Participant deferral / active EE | $0 | $3,282-100.0% | $4,371-100.0% | $3,741-100.0% |
| Admin fee / account holder | $1,253 | $4,401-71.5% | $5,948-78.9% | $5,306-76.4% |