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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 | $61,180 | $96,123-36.4% | $77,361-20.9% | $198,609-69.2% |
| Participation rate | 76.5% | 81.1%-4.6pp | 75.0%+1.5pp | 82.4%-5.9pp |
| Annual return | 10.80% | 2054.81%-2044.0pp | 1011.54%-1000.7pp | 202.70%-191.9pp |
| Employer contribution / active EE | $3,060 | $3,791-19.3% | $2,990+2.3% | $5,055-39.5% |
| Participant deferral / active EE | $1,709 | $4,975-65.6% | $3,911-56.3% | $6,977-75.5% |
| Admin fee / account holder | $386 | $9,471-95.9% | $5,894-93.5% | $19,030-98.0% |