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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 | $100,938-58.6% | $90,461-53.8% | $158,982-73.7% |
| Participation rate | 86.7% | 75.0%+11.6pp | 72.7%+14.0pp | 82.0%+4.7pp |
| Annual return | 14.14% | 1727.20%-1713.1pp | 1294.76%-1280.6pp | 302.99%-288.9pp |
| Employer contribution / active EE | $3,900 | $3,691+5.6% | $3,264+19.5% | $4,763-18.1% |
| Participant deferral / active EE | $4,157 | $4,350-4.4% | $3,964+4.9% | $5,983-30.5% |
| Admin fee / account holder | $2,780 | $6,510-57.3% | $5,617-50.5% | $11,252-75.3% |