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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 | $66,543 | $100,901-34.1% | $75,501-11.9% | $147,586-54.9% |
| Participation rate | 83.3% | 77.1%+6.2pp | 72.4%+11.0pp | 82.8%+0.5pp |
| Annual return | 1126.02% | 35.78%+1090.2pp | 27.35%+1098.7pp | 578.59%+547.4pp |
| Employer contribution / active EE | $2,760 | $3,253-15.2% | $2,352+17.3% | $4,876-43.4% |
| Participant deferral / active EE | $8,941 | $4,027+122.0% | $3,142+184.5% | $5,439+64.4% |
| Admin fee / account holder | $1,008 | $11,285-91.1% | $5,801-82.6% | $10,886-90.7% |