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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 | $89,787 | $60,128+49.3% | $90,440-0.7% | $79,852+12.4% |
| Participation rate | 97.7% | 65.0%+32.7pp | 72.7%+25.0pp | 69.6%+28.0pp |
| Annual return | 18.01% | 71.95%-53.9pp | 1294.38%-1276.4pp | 31.72%-13.7pp |
| Employer contribution / active EE | $1,683 | $2,068-18.6% | $3,263-48.4% | $2,471-31.9% |
| Participant deferral / active EE | $2,520 | $2,939-14.3% | $3,964-36.4% | $3,740-32.6% |
| Admin fee / account holder | $3,359 | $3,977-15.5% | $5,615-40.2% | $5,306-36.7% |