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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 | $82,469 | $100,938-18.3% | $90,461-8.8% | $158,982-48.1% |
| Participation rate | 90.9% | 75.0%+15.9pp | 72.7%+18.2pp | 82.0%+8.9pp |
| Annual return | 11.12% | 1727.20%-1716.1pp | 1294.76%-1283.6pp | 302.99%-291.9pp |
| Employer contribution / active EE | $2,245 | $3,691-39.2% | $3,264-31.2% | $4,763-52.9% |
| Participant deferral / active EE | $4,347 | $4,350-0.1% | $3,964+9.7% | $5,983-27.3% |
| Admin fee / account holder | $33,076 | $6,510+408.1% | $5,617+488.9% | $11,252+194.0% |