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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 | $40,494 | $52,678-23.1% | $75,784-46.6% | $59,633-32.1% |
| Participation rate | 82.4% | 67.2%+15.1pp | 75.8%+6.5pp | 68.7%+13.7pp |
| Annual return | 2904.35% | 2.95%+2901.4pp | 9.68%+2894.7pp | 2041.45%+862.9pp |
| Employer contribution / active EE | $2,322 | $2,193+5.8% | $3,323-30.1% | $2,203+5.4% |
| Participant deferral / active EE | $2,364 | $2,591-8.8% | $3,652-35.3% | $3,192-25.9% |
| Admin fee / account holder | $806 | $3,610-77.7% | $5,300-84.8% | $4,297-81.2% |