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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 | $80,127 | $100,911-20.6% | $90,440-11.4% | $158,966-49.6% |
| Participation rate | 92.9% | 75.0%+17.8pp | 72.7%+20.2pp | 82.0%+10.9pp |
| Annual return | 46.60% | 1726.62%-1680.0pp | 1294.38%-1247.8pp | 302.95%-256.3pp |
| Employer contribution / active EE | $3,737 | $3,690+1.3% | $3,263+14.5% | $4,762-21.5% |
| Participant deferral / active EE | $4,109 | $4,348-5.5% | $3,964+3.7% | $5,983-31.3% |
| Admin fee / account holder | $3,647 | $6,507-43.9% | $5,615-35.0% | $11,250-67.6% |