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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 | $26,357 | $72,426-63.6% | $67,560-61.0% | $145,897-81.9% |
| Participation rate | 91.7% | 76.9%+14.8pp | 72.9%+18.7pp | 80.3%+11.4pp |
| Annual return | 34.05% | 7226.78%-7192.7pp | 3533.50%-3499.4pp | 552.29%-518.2pp |
| Employer contribution / active EE | $3,532 | $3,074+14.9% | $2,737+29.1% | $4,663-24.2% |
| Participant deferral / active EE | $6,179 | $4,785+29.1% | $4,004+54.3% | $6,689-7.6% |
| Admin fee / account holder | $8,084 | $5,514+46.6% | $3,994+102.4% | $13,390-39.6% |