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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 | $63,156 | $104,577-39.6% | $76,667-17.6% | $152,909-58.7% |
| Participation rate | 85.7% | 76.6%+9.1pp | 72.1%+13.6pp | 82.5%+3.3pp |
| Annual return | 20.76% | 1014.36%-993.6pp | 1166.74%-1146.0pp | 345.46%-324.7pp |
| Employer contribution / active EE | $1,903 | $3,119-39.0% | $2,303-17.4% | $4,764-60.1% |
| Participant deferral / active EE | $3,753 | $4,237-11.4% | $3,336+12.5% | $5,851-35.9% |
| Admin fee / account holder | $2,972 | $12,290-75.8% | $6,423-53.7% | $11,601-74.4% |