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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 | $136,353 | $101,672+34.1% | $147,117-7.3% | $74,478+83.1% |
| Participation rate | 84.5% | 75.5%+9.0pp | 82.2%+2.4pp | 67.2%+17.3pp |
| Annual return | 21.15% | 8757.83%-8736.7pp | 420.54%-399.4pp | 1370.56%-1349.4pp |
| Employer contribution / active EE | $3,840 | $3,813+0.7% | $4,932-22.2% | $2,626+46.2% |
| Participant deferral / active EE | $7,977 | $7,305+9.2% | $8,065-1.1% | $4,350+83.4% |
| Admin fee / account holder | $1,640 | $1,753-6.5% | $12,993-87.4% | $1,946-15.7% |