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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 | $72,426-42.2% | $67,560-38.0% | $145,897-71.3% |
| Participation rate | 92.9% | 76.9%+16.0pp | 72.9%+19.9pp | 80.3%+12.6pp |
| Annual return | 11.06% | 7226.78%-7215.7pp | 3533.50%-3522.4pp | 552.29%-541.2pp |
| Employer contribution / active EE | $3,441 | $3,074+11.9% | $2,737+25.7% | $4,663-26.2% |
| Participant deferral / active EE | $3,831 | $4,785-19.9% | $4,004-4.3% | $6,689-42.7% |
| Admin fee / account holder | $1,690 | $5,514-69.4% | $3,994-57.7% | $13,390-87.4% |