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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 | $68,371 | $101,539-32.7% | $147,041-53.5% | $74,400-8.1% |
| Participation rate | 79.4% | 75.5%+3.8pp | 82.2%-2.8pp | 67.2%+12.2pp |
| Annual return | 22.92% | 8740.84%-8717.9pp | 419.21%-396.3pp | 1367.51%-1344.6pp |
| Employer contribution / active EE | $3,602 | $3,811-5.5% | $4,935-27.0% | $2,624+37.3% |
| Participant deferral / active EE | $8,615 | $7,304+18.0% | $8,071+6.7% | $4,348+98.1% |
| Admin fee / account holder | $2,018 | $1,749+15.4% | $13,006-84.5% | $1,944+3.8% |