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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 | $77,840 | $102,696-24.2% | $86,235-9.7% | $139,487-44.2% |
| Participation rate | 88.9% | 74.5%+14.4pp | 69.0%+19.9pp | 80.3%+8.6pp |
| Annual return | 17.39% | 1925.91%-1908.5pp | 1170.03%-1152.6pp | 373.84%-356.5pp |
| Employer contribution / active EE | $3,337 | $3,034+10.0% | $2,381+40.1% | $4,755-29.8% |
| Participant deferral / active EE | $4,188 | $4,679-10.5% | $3,987+5.0% | $6,713-37.6% |
| Admin fee / account holder | $857 | $8,667-90.1% | $6,856-87.5% | $11,407-92.5% |