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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 | $89,884 | $109,863-18.2% | $98,477-8.7% | $167,518-46.3% |
| Participation rate | 91.3% | 75.8%+15.5pp | 73.3%+18.0pp | 82.1%+9.2pp |
| Annual return | 13.64% | 1958.09%-1944.5pp | 1493.59%-1480.0pp | 478.71%-465.1pp |
| Employer contribution / active EE | $2,139 | $3,225-33.7% | $2,961-27.8% | $4,838-55.8% |
| Participant deferral / active EE | $4,385 | $4,673-6.2% | $4,276+2.5% | $6,342-30.9% |
| Admin fee / account holder | $3,172 | $6,755-53.0% | $5,951-46.7% | $12,312-74.2% |