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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 | $56,035 | $176,688-68.3% | $130,660-57.1% | $152,909-63.4% |
| Participation rate | 80.0% | 79.0%+1.0pp | 71.7%+8.3pp | 82.5%-2.5pp |
| Annual return | 19.61% | 2693.08%-2673.5pp | 1709.29%-1689.7pp | 345.46%-325.9pp |
| Employer contribution / active EE | $2,009 | $5,743-65.0% | $4,092-50.9% | $4,764-57.8% |
| Participant deferral / active EE | $1,985 | $4,362-54.5% | $3,603-44.9% | $5,851-66.1% |
| Admin fee / account holder | $363 | $7,131-94.9% | $5,463-93.4% | $11,601-96.9% |