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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 | $41,139 | $185,225-77.8% | $142,898-71.2% | $167,553-75.4% |
| Participation rate | 86.7% | 78.5%+8.2pp | 72.0%+14.7pp | 82.1%+4.6pp |
| Annual return | 29.50% | 8558.12%-8528.6pp | 5639.64%-5610.1pp | 478.89%-449.4pp |
| Employer contribution / active EE | $878 | $5,607-84.3% | $4,146-78.8% | $4,840-81.9% |
| Participant deferral / active EE | $3,648 | $4,496-18.9% | $3,838-5.0% | $6,343-42.5% |
| Admin fee / account holder | $3,220 | $8,032-59.9% | $6,560-50.9% | $12,316-73.9% |