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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 | $62,415 | $68,097-8.3% | $62,929-0.8% | $137,256-54.5% |
| Participation rate | 75.0% | 77.4%-2.4pp | 73.1%+1.9pp | 80.0%-5.0pp |
| Annual return | 14.15% | 1859.11%-1845.0pp | 1063.93%-1049.8pp | 220.34%-206.2pp |
| Employer contribution / active EE | $2,523 | $2,811-10.3% | $2,505+0.7% | $4,156-39.3% |
| Participant deferral / active EE | $2,574 | $4,553-43.5% | $3,888-33.8% | $6,407-59.8% |
| Admin fee / account holder | $937 | $6,521-85.6% | $5,065-81.5% | $12,270-92.4% |