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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 | $57,020 | $101,499-43.8% | $147,005-61.2% | $74,546-23.5% |
| Participation rate | 94.2% | 75.5%+18.7pp | 82.2%+12.1pp | 67.2%+27.0pp |
| Annual return | 23.37% | 8732.34%-8709.0pp | 418.76%-395.4pp | 1366.03%-1342.7pp |
| Employer contribution / active EE | $6,569 | $3,811+72.4% | $4,934+33.1% | $2,624+150.3% |
| Participant deferral / active EE | $13,846 | $7,304+89.6% | $8,070+71.6% | $4,347+218.5% |
| Admin fee / account holder | $2,035 | $1,748+16.4% | $13,006-84.4% | $1,944+4.7% |