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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 | $42,262 | $47,848-11.7% | $81,473-48.1% | $70,126-39.7% |
| Participation rate | 87.1% | 58.3%+28.8pp | 68.0%+19.1pp | 69.5%+17.6pp |
| Annual return | 1132.09% | 27.25%+1104.8pp | 38.78%+1093.3pp | 73.15%+1058.9pp |
| Employer contribution / active EE | $5,635 | $1,527+269.0% | $2,568+119.4% | $2,343+140.5% |
| Participant deferral / active EE | $8,735 | $2,453+256.1% | $3,537+147.0% | $3,332+162.2% |
| Admin fee / account holder | $3,850 | $3,145+22.4% | $4,561-15.6% | $4,645-17.1% |