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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 | $53,252 | $104,577-49.1% | $76,667-30.5% | $152,909-65.2% |
| Participation rate | 91.3% | 76.6%+14.7pp | 72.1%+19.2pp | 82.5%+8.8pp |
| Annual return | 14.23% | 1014.36%-1000.1pp | 1166.74%-1152.5pp | 345.46%-331.2pp |
| Employer contribution / active EE | $1,406 | $3,119-54.9% | $2,303-39.0% | $4,764-70.5% |
| Participant deferral / active EE | $3,609 | $4,237-14.8% | $3,336+8.2% | $5,851-38.3% |
| Admin fee / account holder | $721 | $12,290-94.1% | $6,423-88.8% | $11,601-93.8% |