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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 | $61,317 | $88,702-30.9% | $81,780-25.0% | $145,978-58.0% |
| Participation rate | 83.3% | 75.0%+8.3pp | 72.4%+11.0pp | 80.3%+3.0pp |
| Annual return | 14.62% | 1029.12%-1014.5pp | 776.27%-761.7pp | 550.52%-535.9pp |
| Employer contribution / active EE | $2,544 | $3,084-17.5% | $2,914-12.7% | $4,662-45.4% |
| Participant deferral / active EE | $4,382 | $4,645-5.7% | $4,321+1.4% | $6,690-34.5% |
| Admin fee / account holder | $316 | $8,414-96.3% | $7,384-95.7% | $13,400-97.6% |