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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 | $22,596 | $109,411-79.3% | $89,435-74.7% | $158,982-85.8% |
| Participation rate | 83.3% | 74.3%+9.1pp | 68.0%+15.3pp | 82.0%+1.4pp |
| Annual return | 2362.85% | 345.68%+2017.2pp | 245.55%+2117.3pp | 302.99%+2059.9pp |
| Employer contribution / active EE | $13,099 | $3,173+312.9% | $2,587+406.3% | $4,763+175.0% |
| Participant deferral / active EE | $4,243 | $4,600-7.8% | $3,890+9.0% | $5,983-29.1% |
| Admin fee / account holder | $953 | $6,159-84.5% | $4,884-80.5% | $11,252-91.5% |