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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 | $63,464 | $150,445-57.8% | $136,297-53.4% | $147,585-57.0% |
| Participation rate | 86.4% | 84.4%+1.9pp | 81.9%+4.4pp | 82.8%+3.5pp |
| Annual return | 17.03% | 1049.14%-1032.1pp | 5156.16%-5139.1pp | 578.57%-561.5pp |
| Employer contribution / active EE | $1,866 | $5,256-64.5% | $4,696-60.3% | $4,876-61.7% |
| Participant deferral / active EE | $2,810 | $6,631-57.6% | $6,247-55.0% | $5,439-48.3% |
| Admin fee / account holder | $816 | $10,906-92.5% | $9,244-91.2% | $10,885-92.5% |