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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 | $26,768 | $138,114-80.6% | $125,391-78.7% | $134,545-80.1% |
| Participation rate | 83.3% | 84.5%-1.2pp | 82.4%+0.9pp | 81.2%+2.1pp |
| Annual return | 3772.45% | 750.88%+3021.6pp | 572.41%+3200.0pp | 418.37%+3354.1pp |
| Employer contribution / active EE | $2,740 | $5,246-47.8% | $4,816-43.1% | $4,742-42.2% |
| Participant deferral / active EE | $5,706 | $7,801-26.8% | $7,448-23.4% | $6,401-10.9% |
| Admin fee / account holder | $7,381 | $11,570-36.2% | $10,009-26.3% | $11,431-35.4% |