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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 | $40,928 | $76,608-46.6% | $56,077-27.0% | $145,877-71.9% |
| Participation rate | 81.0% | 63.2%+17.7pp | 52.5%+28.5pp | 80.3%+0.7pp |
| Annual return | 16.16% | 3009.59%-2993.4pp | 1709.28%-1693.1pp | 551.28%-535.1pp |
| Employer contribution / active EE | $1,602 | $1,382+16.0% | $1,040+54.0% | $4,663-65.6% |
| Participant deferral / active EE | $5,343 | $2,624+103.6% | $1,954+173.5% | $6,691-20.1% |
| Admin fee / account holder | $4,587 | $3,325+38.0% | $2,825+62.4% | $13,402-65.8% |