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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 | $37,360 | $96,123-61.1% | $77,361-51.7% | $198,609-81.2% |
| Participation rate | 88.9% | 81.1%+7.8pp | 75.0%+13.9pp | 82.4%+6.5pp |
| Annual return | 17.61% | 2054.81%-2037.2pp | 1011.54%-993.9pp | 202.70%-185.1pp |
| Employer contribution / active EE | $2,309 | $3,791-39.1% | $2,990-22.8% | $5,055-54.3% |
| Participant deferral / active EE | $3,762 | $4,975-24.4% | $3,911-3.8% | $6,977-46.1% |
| Admin fee / account holder | $1,961 | $9,471-79.3% | $5,894-66.7% | $19,030-89.7% |