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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 | $58,885 | $101,672-42.1% | $147,117-60.0% | $74,478-20.9% |
| Participation rate | 86.0% | 75.5%+10.4pp | 82.2%+3.8pp | 67.2%+18.7pp |
| Annual return | 24.96% | 8757.83%-8732.9pp | 420.54%-395.6pp | 1370.56%-1345.6pp |
| Employer contribution / active EE | $6,302 | $3,813+65.3% | $4,932+27.8% | $2,626+139.9% |
| Participant deferral / active EE | $10,621 | $7,305+45.4% | $8,065+31.7% | $4,350+144.1% |
| Admin fee / account holder | $4,546 | $1,753+159.3% | $12,993-65.0% | $1,946+133.6% |