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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 | $53,875 | $109,872-51.0% | $98,483-45.3% | $167,536-67.8% |
| Participation rate | 87.5% | 75.8%+11.7pp | 73.3%+14.2pp | 82.1%+5.4pp |
| Annual return | 20.69% | 1959.31%-1938.6pp | 1494.38%-1473.7pp | 478.82%-458.1pp |
| Employer contribution / active EE | $2,535 | $3,225-21.4% | $2,961-14.4% | $4,839-47.6% |
| Participant deferral / active EE | $4,666 | $4,673-0.2% | $4,276+9.1% | $6,342-26.4% |
| Admin fee / account holder | $622 | $6,757-90.8% | $5,953-89.5% | $12,315-94.9% |