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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 | $75,879 | $109,863-30.9% | $98,477-22.9% | $167,518-54.7% |
| Participation rate | 81.0% | 75.8%+5.1pp | 73.3%+7.6pp | 82.1%-1.2pp |
| Annual return | 22.05% | 1958.09%-1936.0pp | 1493.59%-1471.5pp | 478.71%-456.7pp |
| Employer contribution / active EE | $2,455 | $3,225-23.9% | $2,961-17.1% | $4,838-49.3% |
| Participant deferral / active EE | $4,829 | $4,673+3.3% | $4,276+12.9% | $6,342-23.9% |
| Admin fee / account holder | $8,672 | $6,755+28.4% | $5,951+45.7% | $12,312-29.6% |