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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 | $54,429 | $124,175-56.2% | $108,405-49.8% | $167,536-67.5% |
| Participation rate | 95.8% | 82.3%+13.5pp | 80.1%+15.7pp | 82.1%+13.7pp |
| Annual return | 18.27% | 1380.13%-1361.9pp | 905.55%-887.3pp | 478.82%-460.5pp |
| Employer contribution / active EE | $2,250 | $4,188-46.3% | $3,559-36.8% | $4,839-53.5% |
| Participant deferral / active EE | $7,434 | $6,908+7.6% | $6,563+13.3% | $6,342+17.2% |
| Admin fee / account holder | $1,148 | $9,457-87.9% | $7,297-84.3% | $12,315-90.7% |