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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 | $94,238 | $100,938-6.6% | $90,461+4.2% | $158,982-40.7% |
| Participation rate | 88.9% | 75.0%+13.9pp | 72.7%+16.2pp | 82.0%+6.9pp |
| Annual return | 7.50% | 1727.20%-1719.7pp | 1294.76%-1287.3pp | 302.99%-295.5pp |
| Employer contribution / active EE | $3,678 | $3,691-0.4% | $3,264+12.7% | $4,763-22.8% |
| Participant deferral / active EE | $5,665 | $4,350+30.3% | $3,964+42.9% | $5,983-5.3% |
| Admin fee / account holder | $3,685 | $6,510-43.4% | $5,617-34.4% | $11,252-67.2% |