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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 | $98,381 | $171,867-42.8% | $149,721-34.3% | $147,586-33.3% |
| Participation rate | 91.7% | 88.2%+3.5pp | 87.1%+4.6pp | 82.8%+8.8pp |
| Annual return | 14.81% | 2113.36%-2098.6pp | 1501.67%-1486.9pp | 578.59%-563.8pp |
| Employer contribution / active EE | $4,841 | $6,275-22.8% | $5,444-11.1% | $4,876-0.7% |
| Participant deferral / active EE | $9,030 | $7,270+24.2% | $6,568+37.5% | $5,439+66.0% |
| Admin fee / account holder | $3,784 | $13,799-72.6% | $11,282-66.5% | $10,886-65.2% |