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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 | $40,423 | $100,938-60.0% | $90,461-55.3% | $158,982-74.6% |
| Participation rate | 88.9% | 75.0%+13.9pp | 72.7%+16.2pp | 82.0%+6.9pp |
| Annual return | 16.37% | 1727.20%-1710.8pp | 1294.76%-1278.4pp | 302.99%-286.6pp |
| Employer contribution / active EE | $4,182 | $3,691+13.3% | $3,264+28.1% | $4,763-12.2% |
| Participant deferral / active EE | $5,776 | $4,350+32.8% | $3,964+45.7% | $5,983-3.5% |
| Admin fee / account holder | $4,170 | $6,510-35.9% | $5,617-25.8% | $11,252-62.9% |