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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 | $34,415 | $202,342-83.0% | $172,752-80.1% | $152,897-77.5% |
| Participation rate | 92.9% | 87.1%+5.8pp | 82.6%+10.2pp | 82.5%+10.4pp |
| Annual return | 26.13% | 1029.83%-1003.7pp | 802.97%-776.8pp | 345.43%-319.3pp |
| Employer contribution / active EE | $2,011 | $5,858-65.7% | $5,144-60.9% | $4,764-57.8% |
| Participant deferral / active EE | $4,673 | $5,948-21.4% | $5,198-10.1% | $5,851-20.1% |
| Admin fee / account holder | $1,466 | $17,111-91.4% | $13,955-89.5% | $11,599-87.4% |