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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 | $54,396 | $68,097-20.1% | $62,929-13.6% | $137,256-60.4% |
| Participation rate | 92.9% | 77.4%+15.4pp | 73.1%+19.7pp | 80.0%+12.9pp |
| Annual return | 33.16% | 1859.11%-1826.0pp | 1063.93%-1030.8pp | 220.34%-187.2pp |
| Employer contribution / active EE | $4,831 | $2,811+71.9% | $2,505+92.9% | $4,156+16.2% |
| Participant deferral / active EE | $8,065 | $4,553+77.2% | $3,888+107.4% | $6,407+25.9% |
| Admin fee / account holder | $5,685 | $6,521-12.8% | $5,065+12.2% | $12,270-53.7% |