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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 | $61,786 | $185,225-66.6% | $142,898-56.8% | $167,536-63.1% |
| Participation rate | 94.4% | 78.5%+16.0pp | 72.0%+22.5pp | 82.1%+12.3pp |
| Annual return | 12.30% | 8558.12%-8545.8pp | 5639.64%-5627.3pp | 478.82%-466.5pp |
| Employer contribution / active EE | $3,807 | $5,607-32.1% | $4,146-8.2% | $4,839-21.3% |
| Participant deferral / active EE | $2,132 | $4,496-52.6% | $3,838-44.5% | $6,342-66.4% |
| Admin fee / account holder | $4,844 | $8,032-39.7% | $6,560-26.2% | $12,315-60.7% |