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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 | $95,050 | $127,790-25.6% | $106,554-10.8% | $167,553-43.3% |
| Participation rate | 95.8% | 78.3%+17.6pp | 76.1%+19.7pp | 82.1%+13.7pp |
| Annual return | 1036.80% | 33.88%+1002.9pp | 26.80%+1010.0pp | 478.89%+557.9pp |
| Employer contribution / active EE | $6,031 | $3,427+76.0% | $2,819+113.9% | $4,840+24.6% |
| Participant deferral / active EE | $14,777 | $5,088+190.4% | $4,398+236.0% | $6,343+133.0% |
| Admin fee / account holder | $1,199 | $11,231-89.3% | $7,408-83.8% | $12,316-90.3% |