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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 | $104,513-39.6% | $76,824-17.8% | $152,870-58.7% |
| Participation rate | 85.7% | 76.6%+9.1pp | 72.1%+13.6pp | 82.4%+3.3pp |
| Annual return | 20.76% | 1013.70%-992.9pp | 1166.26%-1145.5pp | 345.34%-324.6pp |
| Employer contribution / active EE | $1,903 | $3,117-38.9% | $2,302-17.3% | $4,763-60.0% |
| Participant deferral / active EE | $3,753 | $4,236-11.4% | $3,336+12.5% | $5,850-35.9% |
| Admin fee / account holder | $2,972 | $12,279-75.8% | $6,421-53.7% | $11,597-74.4% |