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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 | $190,793 | $100,911+89.1% | $90,440+111.0% | $158,966+20.0% |
| Participation rate | 93.8% | 75.0%+18.7pp | 72.7%+21.1pp | 82.0%+11.8pp |
| Annual return | 15.21% | 1726.62%-1711.4pp | 1294.38%-1279.2pp | 302.95%-287.7pp |
| Employer contribution / active EE | $6,814 | $3,690+84.6% | $3,263+108.8% | $4,762+43.1% |
| Participant deferral / active EE | $3,909 | $4,348-10.1% | $3,964-1.4% | $5,983-34.7% |
| Admin fee / account holder | $655 | $6,507-89.9% | $5,615-88.3% | $11,250-94.2% |