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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 | $132,241 | $101,672+30.1% | $147,117-10.1% | $74,478+77.6% |
| Participation rate | 95.0% | 75.5%+19.5pp | 82.2%+12.9pp | 67.2%+27.8pp |
| Annual return | 17.00% | 8757.83%-8740.8pp | 420.54%-403.5pp | 1370.56%-1353.6pp |
| Employer contribution / active EE | $4,438 | $3,813+16.4% | $4,932-10.0% | $2,626+69.0% |
| Participant deferral / active EE | $7,819 | $7,305+7.0% | $8,065-3.0% | $4,350+79.7% |
| Admin fee / account holder | $2,560 | $1,753+46.0% | $12,993-80.3% | $1,946+31.6% |