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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 | $42,293 | $169,361-75.0% | $129,397-67.3% | $145,877-71.0% |
| Participation rate | 81.8% | 76.5%+5.3pp | 69.6%+12.2pp | 80.3%+1.5pp |
| Annual return | 38.25% | 14395.54%-14357.3pp | 9453.98%-9415.7pp | 551.28%-513.0pp |
| Employer contribution / active EE | $5,062 | $5,542-8.7% | $4,154+21.8% | $4,663+8.6% |
| Participant deferral / active EE | $7,029 | $4,987+40.9% | $4,167+68.7% | $6,691+5.1% |
| Admin fee / account holder | $427 | $9,903-95.7% | $7,679-94.4% | $13,402-96.8% |