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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 | $71,348 | $99,011-27.9% | $86,582-17.6% | $147,586-51.7% |
| Participation rate | 88.9% | 76.3%+12.5pp | 73.5%+15.3pp | 82.8%+6.1pp |
| Annual return | 17.39% | 1312.75%-1295.4pp | 965.08%-947.7pp | 578.59%-561.2pp |
| Employer contribution / active EE | $3,906 | $3,132+24.7% | $2,839+37.6% | $4,876-19.9% |
| Participant deferral / active EE | $7,193 | $3,972+81.1% | $3,609+99.3% | $5,439+32.3% |
| Admin fee / account holder | $3,271 | $5,709-42.7% | $4,904-33.3% | $10,886-69.9% |