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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 | $41,778 | $100,868-58.6% | $90,414-53.8% | $158,931-73.7% |
| Participation rate | 86.7% | 75.0%+11.6pp | 72.7%+14.0pp | 82.0%+4.7pp |
| Annual return | 14.14% | 1724.58%-1710.4pp | 1293.19%-1279.1pp | 302.86%-288.7pp |
| Employer contribution / active EE | $3,900 | $3,689+5.7% | $3,262+19.5% | $4,761-18.1% |
| Participant deferral / active EE | $4,157 | $4,348-4.4% | $3,963+4.9% | $5,982-30.5% |
| Admin fee / account holder | $2,780 | $6,502-57.2% | $5,611-50.5% | $11,247-75.3% |