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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 | $21,305 | $45,152-52.8% | $73,836-71.1% | $59,633-64.3% |
| Participation rate | 97.4% | 64.0%+33.4pp | 73.4%+24.0pp | 68.7%+28.8pp |
| Annual return | 21.10% | 27.40%-6.3pp | 2268.06%-2247.0pp | 2041.45%-2020.3pp |
| Employer contribution / active EE | $3,717 | $1,901+95.5% | $2,787+33.4% | $2,203+68.8% |
| Participant deferral / active EE | $4,559 | $2,573+77.2% | $3,583+27.2% | $3,192+42.9% |
| Admin fee / account holder | $578 | $3,515-83.5% | $4,882-88.2% | $4,297-86.5% |