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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 | $79,300 | $109,872-27.8% | $98,483-19.5% | $167,536-52.7% |
| Participation rate | 92.9% | 75.8%+17.0pp | 73.3%+19.5pp | 82.1%+10.7pp |
| Annual return | 14.19% | 1959.31%-1945.1pp | 1494.38%-1480.2pp | 478.82%-464.6pp |
| Employer contribution / active EE | $3,517 | $3,225+9.1% | $2,961+18.8% | $4,839-27.3% |
| Participant deferral / active EE | $6,318 | $4,673+35.2% | $4,276+47.7% | $6,342-0.4% |
| Admin fee / account holder | $1,803 | $6,757-73.3% | $5,953-69.7% | $12,315-85.4% |