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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 | $169,336-75.0% | $129,384-67.3% | $145,884-71.0% |
| Participation rate | 81.8% | 76.5%+5.3pp | 69.6%+12.2pp | 80.3%+1.5pp |
| Annual return | 38.25% | 14408.70%-14370.5pp | 9461.77%-9423.5pp | 551.85%-513.6pp |
| Employer contribution / active EE | $5,062 | $5,540-8.6% | $4,153+21.9% | $4,662+8.6% |
| Participant deferral / active EE | $7,029 | $4,985+41.0% | $4,166+68.7% | $6,690+5.1% |
| Admin fee / account holder | $427 | $9,912-95.7% | $7,686-94.4% | $13,392-96.8% |