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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 | $11,147 | $109,372-89.8% | $89,414-87.5% | $158,966-93.0% |
| Participation rate | 87.5% | 74.3%+13.2pp | 68.0%+19.5pp | 82.0%+5.5pp |
| Annual return | 1548.88% | 345.55%+1203.3pp | 245.50%+1303.4pp | 302.95%+1245.9pp |
| Employer contribution / active EE | $3,690 | $3,171+16.4% | $2,586+42.7% | $4,762-22.5% |
| Participant deferral / active EE | $4,952 | $4,598+7.7% | $3,890+27.3% | $5,983-17.2% |
| Admin fee / account holder | $661 | $6,156-89.3% | $4,883-86.5% | $11,250-94.1% |