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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 | $41,860 | $72,396-42.2% | $67,511-38.0% | $145,959-71.3% |
| Participation rate | 92.9% | 76.9%+16.0pp | 72.9%+20.0pp | 80.3%+12.6pp |
| Annual return | 11.06% | 7194.07%-7183.0pp | 3517.41%-3506.3pp | 561.95%-550.9pp |
| Employer contribution / active EE | $3,441 | $3,071+12.1% | $2,733+25.9% | $4,661-26.2% |
| Participant deferral / active EE | $3,831 | $4,781-19.9% | $4,000-4.2% | $6,689-42.7% |
| Admin fee / account holder | $1,690 | $5,538-69.5% | $3,999-57.7% | $13,398-87.4% |