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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 | $42,595 | $109,863-61.2% | $98,477-56.7% | $167,518-74.6% |
| Participation rate | 83.3% | 75.8%+7.5pp | 73.3%+10.0pp | 82.1%+1.2pp |
| Annual return | 13.83% | 1958.09%-1944.3pp | 1493.59%-1479.8pp | 478.71%-464.9pp |
| Employer contribution / active EE | $6,045 | $3,225+87.4% | $2,961+104.2% | $4,838+24.9% |
| Participant deferral / active EE | $3,681 | $4,673-21.2% | $4,276-13.9% | $6,342-42.0% |
| Admin fee / account holder | $6,802 | $6,755+0.7% | $5,951+14.3% | $12,312-44.8% |