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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 | $83,043 | $202,342-59.0% | $172,752-51.9% | $152,897-45.7% |
| Participation rate | 94.4% | 87.1%+7.4pp | 82.6%+11.8pp | 82.5%+12.0pp |
| Annual return | 21.05% | 1029.83%-1008.8pp | 802.97%-781.9pp | 345.43%-324.4pp |
| Employer contribution / active EE | $2,116 | $5,858-63.9% | $5,144-58.9% | $4,764-55.6% |
| Participant deferral / active EE | $4,327 | $5,948-27.2% | $5,198-16.7% | $5,851-26.0% |
| Admin fee / account holder | $1,143 | $17,111-93.3% | $13,955-91.8% | $11,599-90.1% |