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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 | $55,421 | $185,225-70.1% | $142,898-61.2% | $167,536-66.9% |
| Participation rate | 87.5% | 78.5%+9.0pp | 72.0%+15.5pp | 82.1%+5.4pp |
| Annual return | 15.08% | 8558.12%-8543.0pp | 5639.64%-5624.6pp | 478.82%-463.7pp |
| Employer contribution / active EE | $5,412 | $5,607-3.5% | $4,146+30.6% | $4,839+11.8% |
| Participant deferral / active EE | $11,242 | $4,496+150.1% | $3,838+192.9% | $6,342+77.3% |
| Admin fee / account holder | $751 | $8,032-90.7% | $6,560-88.6% | $12,315-93.9% |