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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 | $87,064 | $176,688-50.7% | $130,660-33.4% | $152,897-43.1% |
| Participation rate | 95.7% | 79.0%+16.7pp | 71.7%+23.9pp | 82.5%+13.2pp |
| Annual return | 22.62% | 2693.08%-2670.5pp | 1709.29%-1686.7pp | 345.43%-322.8pp |
| Employer contribution / active EE | $7,510 | $5,743+30.8% | $4,092+83.5% | $4,764+57.7% |
| Participant deferral / active EE | $7,901 | $4,362+81.1% | $3,603+119.3% | $5,851+35.0% |
| Admin fee / account holder | $2,438 | $7,131-65.8% | $5,463-55.4% | $11,599-79.0% |