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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 | $100,895-20.6% | $90,430-11.4% | $158,950-49.6% |
| Participation rate | 92.9% | 75.0%+17.8pp | 72.7%+20.2pp | 82.0%+10.9pp |
| Annual return | 46.60% | 1725.54%-1678.9pp | 1293.73%-1247.1pp | 302.91%-256.3pp |
| Employer contribution / active EE | $3,737 | $3,689+1.3% | $3,262+14.6% | $4,762-21.5% |
| Participant deferral / active EE | $4,109 | $4,347-5.5% | $3,963+3.7% | $5,983-31.3% |
| Admin fee / account holder | $3,647 | $6,505-43.9% | $5,613-35.0% | $11,248-67.6% |