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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 | $45,137 | $109,905-58.9% | $98,506-54.2% | $167,553-73.1% |
| Participation rate | 93.3% | 75.8%+17.5pp | 73.3%+20.0pp | 82.1%+11.2pp |
| Annual return | 9.52% | 1960.20%-1950.7pp | 1494.92%-1485.4pp | 478.89%-469.4pp |
| Employer contribution / active EE | $2,967 | $3,226-8.0% | $2,961+0.2% | $4,840-38.7% |
| Participant deferral / active EE | $2,806 | $4,674-40.0% | $4,277-34.4% | $6,343-55.8% |
| Admin fee / account holder | $7,019 | $6,760+3.8% | $5,955+17.9% | $12,316-43.0% |