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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 | $39,668 | $72,465-45.3% | $67,575-41.3% | $145,884-72.8% |
| Participation rate | 86.4% | 76.9%+9.5pp | 72.9%+13.4pp | 80.3%+6.1pp |
| Annual return | 10.75% | 7222.56%-7211.8pp | 3528.98%-3518.2pp | 551.85%-541.1pp |
| Employer contribution / active EE | $3,325 | $3,074+8.2% | $2,736+21.5% | $4,662-28.7% |
| Participant deferral / active EE | $2,160 | $4,786-54.9% | $4,003-46.1% | $6,690-67.7% |
| Admin fee / account holder | $9,359 | $5,515+69.7% | $3,993+134.4% | $13,392-30.1% |