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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 | $96,913 | $180,749-46.4% | $160,784-39.7% | $137,256-29.4% |
| Participation rate | 88.9% | 80.0%+8.9pp | 77.0%+11.9pp | 80.0%+8.9pp |
| Annual return | 21.78% | 2234.46%-2212.7pp | 1803.92%-1782.1pp | 220.34%-198.6pp |
| Employer contribution / active EE | $6,388 | $4,155+53.7% | $3,733+71.1% | $4,156+53.7% |
| Participant deferral / active EE | $21,145 | $6,844+208.9% | $6,293+236.0% | $6,407+230.0% |
| Admin fee / account holder | $48,257 | $10,397+364.2% | $9,717+396.6% | $12,270+293.3% |