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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 | $53,303 | $100,938-47.2% | $90,461-41.1% | $158,982-66.5% |
| Participation rate | 85.7% | 75.0%+10.7pp | 72.7%+13.0pp | 82.0%+3.7pp |
| Annual return | 11.93% | 1727.20%-1715.3pp | 1294.76%-1282.8pp | 302.99%-291.1pp |
| Employer contribution / active EE | $1,641 | $3,691-55.5% | $3,264-49.7% | $4,763-65.5% |
| Participant deferral / active EE | $2,839 | $4,350-34.7% | $3,964-28.4% | $5,983-52.6% |
| Admin fee / account holder | $390 | $6,510-94.0% | $5,617-93.1% | $11,252-96.5% |