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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 | $157,276-83.0% | $141,177-81.1% | $152,885-82.5% |
| Participation rate | 93.8% | 84.8%+8.9pp | 82.5%+11.3pp | 82.5%+11.3pp |
| Annual return | 358.59% | 64.33%+294.3pp | 71.40%+287.2pp | 345.39%+13.2pp |
| Employer contribution / active EE | $5,694 | $5,262+8.2% | $4,736+20.2% | $4,763+19.5% |
| Participant deferral / active EE | $9,869 | $7,110+38.8% | $6,710+47.1% | $5,851+68.7% |
| Admin fee / account holder | $550 | $12,123-95.5% | $10,263-94.6% | $11,598-95.3% |