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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 | $65,669 | $88,815-26.1% | $81,882-19.8% | $145,897-55.0% |
| Participation rate | 95.7% | 75.1%+20.6pp | 72.4%+23.3pp | 80.3%+15.3pp |
| Annual return | 16.09% | 1033.75%-1017.7pp | 779.47%-763.4pp | 552.29%-536.2pp |
| Employer contribution / active EE | $1,569 | $3,086-49.2% | $2,916-46.2% | $4,663-66.4% |
| Participant deferral / active EE | $4,195 | $4,647-9.7% | $4,323-3.0% | $6,689-37.3% |
| Admin fee / account holder | $518 | $8,434-93.9% | $7,360-93.0% | $13,390-96.1% |