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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 | $68,634 | $100,938-32.0% | $90,461-24.1% | $158,982-56.8% |
| Participation rate | 88.9% | 75.0%+13.9pp | 72.7%+16.2pp | 82.0%+6.9pp |
| Annual return | 46.60% | 1727.20%-1680.6pp | 1294.76%-1248.2pp | 302.99%-256.4pp |
| Employer contribution / active EE | $2,774 | $3,691-24.9% | $3,264-15.0% | $4,763-41.8% |
| Participant deferral / active EE | $3,863 | $4,350-11.2% | $3,964-2.6% | $5,983-35.4% |
| Admin fee / account holder | $606 | $6,510-90.7% | $5,617-89.2% | $11,252-94.6% |