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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 | $63,113 | $108,897-42.0% | $100,378-37.1% | $145,877-56.7% |
| Participation rate | 90.0% | 83.0%+7.0pp | 81.5%+8.5pp | 80.3%+9.7pp |
| Annual return | 410.08% | 58.17%+351.9pp | 49.41%+360.7pp | 551.28%-141.2pp |
| Employer contribution / active EE | $5,742 | $4,420+29.9% | $3,942+45.6% | $4,663+23.1% |
| Participant deferral / active EE | $8,973 | $8,455+6.1% | $8,087+11.0% | $6,691+34.1% |
| Admin fee / account holder | $3,915 | $9,690-59.6% | $7,899-50.4% | $13,402-70.8% |