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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 | $14,790 | $100,203-85.2% | $85,240-82.6% | $145,897-89.9% |
| Participation rate | 83.3% | 74.1%+9.2pp | 67.5%+15.8pp | 80.3%+3.0pp |
| Annual return | 611.47% | 84.28%+527.2pp | 66.75%+544.7pp | 552.29%+59.2pp |
| Employer contribution / active EE | $5,213 | $3,242+60.8% | $2,735+90.6% | $4,663+11.8% |
| Participant deferral / active EE | $8,068 | $5,299+52.3% | $4,527+78.2% | $6,689+20.6% |
| Admin fee / account holder | $52,297 | $7,265+619.9% | $6,165+748.3% | $13,390+290.6% |