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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 | $31,535 | $180,749-82.6% | $160,784-80.4% | $137,256-77.0% |
| Participation rate | 93.8% | 80.0%+13.8pp | 77.0%+16.8pp | 80.0%+13.8pp |
| Annual return | 1307.53% | 2234.46%-926.9pp | 1803.92%-496.4pp | 220.34%+1087.2pp |
| Employer contribution / active EE | $2,430 | $4,155-41.5% | $3,733-34.9% | $4,156-41.5% |
| Participant deferral / active EE | $4,513 | $6,844-34.1% | $6,293-28.3% | $6,407-29.6% |
| Admin fee / account holder | $632 | $10,397-93.9% | $9,717-93.5% | $12,270-94.8% |