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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 | $114,337 | $171,867-33.5% | $149,721-23.6% | $147,586-22.5% |
| Participation rate | 90.0% | 88.2%+1.8pp | 87.1%+2.9pp | 82.8%+7.2pp |
| Annual return | 12.23% | 2113.36%-2101.1pp | 1501.67%-1489.4pp | 578.59%-566.4pp |
| Employer contribution / active EE | $2,241 | $6,275-64.3% | $5,444-58.8% | $4,876-54.0% |
| Participant deferral / active EE | $3,647 | $7,270-49.8% | $6,568-44.5% | $5,439-33.0% |
| Admin fee / account holder | $1,872 | $13,799-86.4% | $11,282-83.4% | $10,886-82.8% |