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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 | $97,879 | $171,867-43.0% | $149,716-34.6% | $147,585-33.7% |
| Participation rate | 83.3% | 88.2%-4.9pp | 87.1%-3.7pp | 82.8%+0.5pp |
| Annual return | 18.13% | 2113.36%-2095.2pp | 1501.67%-1483.5pp | 578.58%-560.5pp |
| Employer contribution / active EE | $4,478 | $6,275-28.6% | $5,444-17.7% | $4,876-8.2% |
| Participant deferral / active EE | $8,961 | $7,270+23.3% | $6,568+36.4% | $5,439+64.8% |
| Admin fee / account holder | $42,854 | $13,799+210.5% | $11,282+279.8% | $10,886+293.7% |