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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 | $52,012 | $171,867-69.7% | $149,721-65.3% | $147,586-64.8% |
| Participation rate | 91.3% | 88.2%+3.1pp | 87.1%+4.2pp | 82.8%+8.5pp |
| Annual return | 17.62% | 2113.36%-2095.7pp | 1501.67%-1484.1pp | 578.59%-561.0pp |
| Employer contribution / active EE | $3,959 | $6,275-36.9% | $5,444-27.3% | $4,876-18.8% |
| Participant deferral / active EE | $9,699 | $7,270+33.4% | $6,568+47.7% | $5,439+78.3% |
| Admin fee / account holder | $1,838 | $13,799-86.7% | $11,282-83.7% | $10,886-83.1% |