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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 | $49,064 | $202,342-75.8% | $172,752-71.6% | $152,897-67.9% |
| Participation rate | 90.0% | 87.1%+2.9pp | 82.6%+7.4pp | 82.5%+7.5pp |
| Annual return | 29.86% | 1029.83%-1000.0pp | 802.97%-773.1pp | 345.43%-315.6pp |
| Employer contribution / active EE | $3,658 | $5,858-37.6% | $5,144-28.9% | $4,764-23.2% |
| Participant deferral / active EE | $8,040 | $5,948+35.2% | $5,198+54.7% | $5,851+37.4% |
| Admin fee / account holder | $2,666 | $17,111-84.4% | $13,955-80.9% | $11,599-77.0% |