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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 | $54,329 | $100,895-46.2% | $90,430-39.9% | $158,950-65.8% |
| Participation rate | 88.9% | 75.0%+13.9pp | 72.7%+16.2pp | 82.0%+6.9pp |
| Annual return | 9.72% | 1725.54%-1715.8pp | 1293.73%-1284.0pp | 302.91%-293.2pp |
| Employer contribution / active EE | $2,026 | $3,689-45.1% | $3,262-37.9% | $4,762-57.5% |
| Participant deferral / active EE | $3,460 | $4,347-20.4% | $3,963-12.7% | $5,983-42.2% |
| Admin fee / account holder | $725 | $6,505-88.9% | $5,613-87.1% | $11,248-93.6% |