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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 | $46,621 | $76,634-39.2% | $56,054-16.8% | $145,978-68.1% |
| Participation rate | 88.2% | 63.2%+25.0pp | 52.5%+35.8pp | 80.3%+7.9pp |
| Annual return | 9.20% | 3004.33%-2995.1pp | 1705.95%-1696.7pp | 550.52%-541.3pp |
| Employer contribution / active EE | $4,161 | $1,380+201.5% | $1,039+300.5% | $4,662-10.7% |
| Participant deferral / active EE | $3,325 | $2,622+26.8% | $1,952+70.3% | $6,690-50.3% |
| Admin fee / account holder | $2,625 | $3,321-21.0% | $2,822-7.0% | $13,400-80.4% |