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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 | $40,364 | $101,672-60.3% | $147,117-72.6% | $74,478-45.8% |
| Participation rate | 82.9% | 75.5%+7.4pp | 82.2%+0.8pp | 67.2%+15.7pp |
| Annual return | 34.82% | 8757.83%-8723.0pp | 420.54%-385.7pp | 1370.56%-1335.7pp |
| Employer contribution / active EE | $2,061 | $3,813-46.0% | $4,932-58.2% | $2,626-21.5% |
| Participant deferral / active EE | $4,648 | $7,305-36.4% | $8,065-42.4% | $4,350+6.8% |
| Admin fee / account holder | $4,821 | $1,753+175.0% | $12,993-62.9% | $1,946+147.7% |