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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 | $26,597 | $112,131-76.3% | $95,964-72.3% | $158,982-83.3% |
| Participation rate | 94.1% | 79.0%+15.1pp | 77.1%+17.0pp | 82.0%+12.2pp |
| Annual return | 364.73% | 171.19%+193.5pp | 91.64%+273.1pp | 302.99%+61.7pp |
| Employer contribution / active EE | $2,529 | $3,199-20.9% | $2,541-0.5% | $4,763-46.9% |
| Participant deferral / active EE | $2,001 | $4,784-58.2% | $4,167-52.0% | $5,983-66.6% |
| Admin fee / account holder | $477 | $10,136-95.3% | $6,797-93.0% | $11,252-95.8% |