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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 | $36,600 | $72,403-49.4% | $67,524-45.8% | $145,978-74.9% |
| Participation rate | 85.7% | 76.9%+8.8pp | 72.9%+12.8pp | 80.3%+5.4pp |
| Annual return | 11.38% | 7197.23%-7185.8pp | 3519.41%-3508.0pp | 550.52%-539.1pp |
| Employer contribution / active EE | $4,626 | $3,072+50.6% | $2,734+69.2% | $4,662-0.8% |
| Participant deferral / active EE | $5,585 | $4,782+16.8% | $4,001+39.6% | $6,690-16.5% |
| Admin fee / account holder | $368 | $5,541-93.4% | $4,001-90.8% | $13,400-97.3% |