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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 | $30,578 | $100,938-69.7% | $90,461-66.2% | $158,982-80.8% |
| Participation rate | 95.0% | 75.0%+20.0pp | 72.7%+22.3pp | 82.0%+13.0pp |
| Annual return | 17.81% | 1727.20%-1709.4pp | 1294.76%-1277.0pp | 302.99%-285.2pp |
| Employer contribution / active EE | $3,770 | $3,691+2.1% | $3,264+15.5% | $4,763-20.8% |
| Participant deferral / active EE | $7,071 | $4,350+62.6% | $3,964+78.4% | $5,983+18.2% |
| Admin fee / account holder | $6,196 | $6,510-4.8% | $5,617+10.3% | $11,252-44.9% |