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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 | $35,311 | $202,342-82.5% | $172,752-79.6% | $152,897-76.9% |
| Participation rate | 92.3% | 87.1%+5.3pp | 82.6%+9.7pp | 82.5%+9.9pp |
| Annual return | 35.02% | 1029.83%-994.8pp | 802.97%-767.9pp | 345.43%-310.4pp |
| Employer contribution / active EE | $2,582 | $5,858-55.9% | $5,144-49.8% | $4,764-45.8% |
| Participant deferral / active EE | $8,018 | $5,948+34.8% | $5,198+54.3% | $5,851+37.0% |
| Admin fee / account holder | $514 | $17,111-97.0% | $13,955-96.3% | $11,599-95.6% |