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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 | $37,103 | $98,766-62.4% | $149,730-75.2% | $79,852-53.5% |
| Participation rate | 87.9% | 75.8%+12.1pp | 82.5%+5.4pp | 69.6%+18.2pp |
| Annual return | 6931.58% | 27.43%+6904.1pp | 276.70%+6654.9pp | 31.72%+6899.9pp |
| Employer contribution / active EE | $3,139 | $3,217-2.4% | $4,645-32.4% | $2,471+27.0% |
| Participant deferral / active EE | $6,628 | $5,681+16.7% | $6,843-3.1% | $3,740+77.2% |
| Admin fee / account holder | $3,071 | $6,052-49.3% | $9,310-67.0% | $5,306-42.1% |