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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 | $41,359 | $100,938-59.0% | $90,461-54.3% | $158,982-74.0% |
| Participation rate | 85.7% | 75.0%+10.7pp | 72.7%+13.0pp | 82.0%+3.7pp |
| Annual return | 11.03% | 1727.20%-1716.2pp | 1294.76%-1283.7pp | 302.99%-292.0pp |
| Employer contribution / active EE | $6,806 | $3,691+84.4% | $3,264+108.5% | $4,763+42.9% |
| Participant deferral / active EE | $3,458 | $4,350-20.5% | $3,964-12.8% | $5,983-42.2% |
| Admin fee / account holder | $11,948 | $6,510+83.5% | $5,617+112.7% | $11,252+6.2% |