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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 | $80,984 | $72,426+11.8% | $67,560+19.9% | $145,897-44.5% |
| Participation rate | 80.0% | 76.9%+3.1pp | 72.9%+7.1pp | 80.3%-0.3pp |
| Annual return | 19.62% | 7226.78%-7207.2pp | 3533.50%-3513.9pp | 552.29%-532.7pp |
| Employer contribution / active EE | $2,445 | $3,074-20.5% | $2,737-10.6% | $4,663-47.6% |
| Participant deferral / active EE | $2,877 | $4,785-39.9% | $4,004-28.2% | $6,689-57.0% |
| Admin fee / account holder | $3,517 | $5,514-36.2% | $3,994-11.9% | $13,390-73.7% |