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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 | $96,123-43.4% | $77,361-29.7% | $198,609-72.6% |
| Participation rate | 92.9% | 81.1%+11.7pp | 75.0%+17.9pp | 82.4%+10.5pp |
| Annual return | 33.16% | 2054.81%-2021.6pp | 1011.54%-978.4pp | 202.70%-169.5pp |
| Employer contribution / active EE | $4,831 | $3,791+27.4% | $2,990+61.6% | $5,055-4.4% |
| Participant deferral / active EE | $8,065 | $4,975+62.1% | $3,911+106.2% | $6,977+15.6% |
| Admin fee / account holder | $5,685 | $9,471-40.0% | $5,894-3.5% | $19,030-70.1% |