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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 | $100,895-59.0% | $90,430-54.3% | $158,950-74.0% |
| Participation rate | 85.7% | 75.0%+10.7pp | 72.7%+13.0pp | 82.0%+3.8pp |
| Annual return | 11.03% | 1725.54%-1714.5pp | 1293.73%-1282.7pp | 302.91%-291.9pp |
| Employer contribution / active EE | $6,806 | $3,689+84.5% | $3,262+108.6% | $4,762+42.9% |
| Participant deferral / active EE | $3,458 | $4,347-20.5% | $3,963-12.7% | $5,983-42.2% |
| Admin fee / account holder | $11,948 | $6,505+83.7% | $5,613+112.9% | $11,248+6.2% |