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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 | $44,509 | $109,863-59.5% | $98,477-54.8% | $167,518-73.4% |
| Participation rate | 90.5% | 75.8%+14.6pp | 73.3%+17.1pp | 82.1%+8.4pp |
| Annual return | 17.24% | 1958.09%-1940.9pp | 1493.59%-1476.4pp | 478.71%-461.5pp |
| Employer contribution / active EE | $2,541 | $3,225-21.2% | $2,961-14.2% | $4,838-47.5% |
| Participant deferral / active EE | $5,474 | $4,673+17.1% | $4,276+28.0% | $6,342-13.7% |
| Admin fee / account holder | $1,123 | $6,755-83.4% | $5,951-81.1% | $12,312-90.9% |