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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 | $38,678 | $180,749-78.6% | $160,784-75.9% | $137,256-71.8% |
| Participation rate | 92.9% | 80.0%+12.9pp | 77.0%+15.9pp | 80.0%+12.9pp |
| Annual return | 20.09% | 2234.46%-2214.4pp | 1803.92%-1783.8pp | 220.34%-200.2pp |
| Employer contribution / active EE | $3,604 | $4,155-13.3% | $3,733-3.4% | $4,156-13.3% |
| Participant deferral / active EE | $3,659 | $6,844-46.5% | $6,293-41.9% | $6,407-42.9% |
| Admin fee / account holder | $682 | $10,397-93.4% | $9,717-93.0% | $12,270-94.4% |