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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 | $58,893 | $100,938-41.7% | $90,461-34.9% | $158,982-63.0% |
| Participation rate | 87.5% | 75.0%+12.5pp | 72.7%+14.8pp | 82.0%+5.5pp |
| Annual return | 19.60% | 1727.20%-1707.6pp | 1294.76%-1275.2pp | 302.99%-283.4pp |
| Employer contribution / active EE | $1,656 | $3,691-55.1% | $3,264-49.3% | $4,763-65.2% |
| Participant deferral / active EE | $3,958 | $4,350-9.0% | $3,964-0.2% | $5,983-33.9% |
| Admin fee / account holder | $505 | $6,510-92.2% | $5,617-91.0% | $11,252-95.5% |