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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 | $82,176 | $102,696-20.0% | $86,235-4.7% | $139,487-41.1% |
| Participation rate | 82.6% | 74.5%+8.1pp | 69.0%+13.7pp | 80.3%+2.3pp |
| Annual return | 11.46% | 1925.91%-1914.4pp | 1170.03%-1158.6pp | 373.84%-362.4pp |
| Employer contribution / active EE | $2,085 | $3,034-31.3% | $2,381-12.4% | $4,755-56.1% |
| Participant deferral / active EE | $5,146 | $4,679+10.0% | $3,987+29.1% | $6,713-23.3% |
| Admin fee / account holder | $4,752 | $8,667-45.2% | $6,856-30.7% | $11,407-58.3% |