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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 | $54,697 | $72,396-24.4% | $67,511-19.0% | $145,959-62.5% |
| Participation rate | 84.2% | 76.9%+7.3pp | 72.9%+11.3pp | 80.3%+3.9pp |
| Annual return | 18.82% | 7194.07%-7175.3pp | 3517.41%-3498.6pp | 561.95%-543.1pp |
| Employer contribution / active EE | $4,139 | $3,071+34.8% | $2,733+51.5% | $4,661-11.2% |
| Participant deferral / active EE | $9,042 | $4,781+89.1% | $4,000+126.0% | $6,689+35.2% |
| Admin fee / account holder | $3,598 | $5,538-35.0% | $3,999-10.0% | $13,398-73.1% |