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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 | $26,723 | $157,304-83.0% | $141,197-81.1% | $152,909-82.5% |
| Participation rate | 93.8% | 84.8%+8.9pp | 82.5%+11.3pp | 82.5%+11.3pp |
| Annual return | 358.59% | 64.34%+294.2pp | 71.41%+287.2pp | 345.46%+13.1pp |
| Employer contribution / active EE | $5,694 | $5,263+8.2% | $4,736+20.2% | $4,764+19.5% |
| Participant deferral / active EE | $9,869 | $7,111+38.8% | $6,710+47.1% | $5,851+68.7% |
| Admin fee / account holder | $550 | $12,126-95.5% | $10,265-94.6% | $11,601-95.3% |