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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 | $101,653-43.9% | $147,080-61.2% | $74,459-23.4% |
| Participation rate | 94.2% | 75.6%+18.7pp | 82.2%+12.0pp | 67.2%+27.0pp |
| Annual return | 23.37% | 8754.98%-8731.6pp | 420.17%-396.8pp | 1369.70%-1346.3pp |
| Employer contribution / active EE | $6,569 | $3,813+72.3% | $4,933+33.2% | $2,626+150.2% |
| Participant deferral / active EE | $13,846 | $7,304+89.6% | $8,066+71.6% | $4,350+218.3% |
| Admin fee / account holder | $2,035 | $1,752+16.2% | $12,989-84.3% | $1,945+4.6% |