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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 | $37,678 | $100,911-62.7% | $90,440-58.3% | $158,966-76.3% |
| Participation rate | 90.9% | 75.0%+15.9pp | 72.7%+18.2pp | 82.0%+8.9pp |
| Annual return | 25.79% | 1726.62%-1700.8pp | 1294.38%-1268.6pp | 302.95%-277.2pp |
| Employer contribution / active EE | $3,240 | $3,690-12.2% | $3,263-0.7% | $4,762-32.0% |
| Participant deferral / active EE | $10,950 | $4,348+151.8% | $3,964+176.3% | $5,983+83.0% |
| Admin fee / account holder | $695 | $6,507-89.3% | $5,615-87.6% | $11,250-93.8% |