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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 | $101,656 | $45,152+125.1% | $73,836+37.7% | $59,633+70.5% |
| Participation rate | 74.1% | 64.0%+10.1pp | 73.4%+0.6pp | 68.7%+5.4pp |
| Annual return | 2556.41% | 27.40%+2529.0pp | 2268.06%+288.4pp | 2041.45%+515.0pp |
| Employer contribution / active EE | $1,396 | $1,901-26.6% | $2,787-49.9% | $2,203-36.6% |
| Participant deferral / active EE | $3,032 | $2,573+17.8% | $3,583-15.4% | $3,192-5.0% |
| Admin fee / account holder | $4,067 | $3,515+15.7% | $4,882-16.7% | $4,297-5.3% |