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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 | $78,408 | $156,970-50.0% | $121,210-35.3% | $139,487-43.8% |
| Participation rate | 87.5% | 76.5%+11.0pp | 69.5%+18.0pp | 80.3%+7.2pp |
| Annual return | 10.92% | 1477.10%-1466.2pp | 987.41%-976.5pp | 373.84%-362.9pp |
| Employer contribution / active EE | $2,044 | $5,546-63.1% | $4,171-51.0% | $4,755-57.0% |
| Participant deferral / active EE | $2,044 | $4,849-57.9% | $4,084-50.0% | $6,713-69.6% |
| Admin fee / account holder | $325 | $6,947-95.3% | $5,647-94.2% | $11,407-97.1% |