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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 | $108,472 | $148,629-27.0% | $135,982-20.2% | $139,487-22.2% |
| Participation rate | 71.4% | 83.9%-12.4pp | 81.9%-10.5pp | 80.3%-8.9pp |
| Annual return | 2108.93% | 79.33%+2029.6pp | 68.32%+2040.6pp | 373.84%+1735.1pp |
| Employer contribution / active EE | $1,067 | $5,247-79.7% | $4,859-78.0% | $4,755-77.6% |
| Participant deferral / active EE | $4,324 | $8,102-46.6% | $7,760-44.3% | $6,713-35.6% |
| Admin fee / account holder | $1,259 | $12,406-89.9% | $10,767-88.3% | $11,407-89.0% |