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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 | $92,363 | $68,398+35.0% | $94,664-2.4% | $75,173+22.9% |
| Participation rate | 88.0% | 76.1%+11.9pp | 80.8%+7.2pp | 67.2%+20.8pp |
| Annual return | 2412.49% | 616.72%+1795.8pp | 156.84%+2255.6pp | 160.72%+2251.8pp |
| Employer contribution / active EE | $3,188 | $2,701+18.0% | $3,673-13.2% | $2,671+19.4% |
| Participant deferral / active EE | $5,564 | $6,537-14.9% | $7,417-25.0% | $4,126+34.8% |
| Admin fee / account holder | $317 | $5,324-94.0% | $7,222-95.6% | $5,651-94.4% |