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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 | $109,863-51.0% | $98,477-45.3% | $167,518-67.8% |
| Participation rate | 87.5% | 75.8%+11.7pp | 73.3%+14.2pp | 82.1%+5.4pp |
| Annual return | 20.69% | 1958.09%-1937.4pp | 1493.59%-1472.9pp | 478.71%-458.0pp |
| Employer contribution / active EE | $2,535 | $3,225-21.4% | $2,961-14.4% | $4,838-47.6% |
| Participant deferral / active EE | $4,666 | $4,673-0.2% | $4,276+9.1% | $6,342-26.4% |
| Admin fee / account holder | $622 | $6,755-90.8% | $5,951-89.5% | $12,312-94.9% |