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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 | $31,840 | $81,763-61.1% | $58,561-45.6% | $139,466-77.2% |
| Participation rate | 92.3% | 61.3%+31.0pp | 50.9%+41.4pp | 80.3%+12.0pp |
| Annual return | 24.82% | 7427.77%-7403.0pp | 4251.33%-4226.5pp | 373.66%-348.8pp |
| Employer contribution / active EE | $4,694 | $1,398+235.7% | $1,053+345.6% | $4,754-1.3% |
| Participant deferral / active EE | $8,944 | $2,555+250.1% | $1,923+365.1% | $6,712+33.3% |
| Admin fee / account holder | $2,421 | $3,273-26.0% | $2,520-3.9% | $11,409-78.8% |