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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 | $42,051 | $109,830-61.7% | $98,452-57.3% | $167,497-74.9% |
| Participation rate | 87.5% | 75.8%+11.7pp | 73.3%+14.2pp | 82.1%+5.4pp |
| Annual return | 12.39% | 1957.04%-1944.7pp | 1492.96%-1480.6pp | 478.62%-466.2pp |
| Employer contribution / active EE | $4,421 | $3,224+37.1% | $2,960+49.3% | $4,838-8.6% |
| Participant deferral / active EE | $8,894 | $4,673+90.3% | $4,276+108.0% | $6,341+40.3% |
| Admin fee / account holder | $5,449 | $6,751-19.3% | $5,948-8.4% | $12,310-55.7% |