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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 | $56,666 | $68,097-16.8% | $62,929-10.0% | $137,256-58.7% |
| Participation rate | 95.5% | 77.4%+18.0pp | 73.1%+22.3pp | 80.0%+15.5pp |
| Annual return | 13.33% | 1859.11%-1845.8pp | 1063.93%-1050.6pp | 220.34%-207.0pp |
| Employer contribution / active EE | $6,138 | $2,811+118.3% | $2,505+145.1% | $4,156+47.7% |
| Participant deferral / active EE | $6,588 | $4,553+44.7% | $3,888+69.4% | $6,407+2.8% |
| Admin fee / account holder | $520 | $6,521-92.0% | $5,065-89.7% | $12,270-95.8% |