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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 | $42,051 | $109,905-61.7% | $98,506-57.3% | $167,553-74.9% |
| Participation rate | 87.5% | 75.8%+11.7pp | 73.3%+14.2pp | 82.1%+5.4pp |
| Annual return | 12.39% | 1960.20%-1947.8pp | 1494.92%-1482.5pp | 478.89%-466.5pp |
| Employer contribution / active EE | $4,421 | $3,226+37.0% | $2,961+49.3% | $4,840-8.7% |
| Participant deferral / active EE | $8,894 | $4,674+90.3% | $4,277+108.0% | $6,343+40.2% |
| Admin fee / account holder | $5,449 | $6,760-19.4% | $5,955-8.5% | $12,316-55.8% |