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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 | $54,881 | $109,905-50.1% | $98,506-44.3% | $167,553-67.2% |
| Participation rate | 81.3% | 75.8%+5.4pp | 73.3%+7.9pp | 82.1%-0.9pp |
| Annual return | 10.46% | 1960.20%-1949.7pp | 1494.92%-1484.5pp | 478.89%-468.4pp |
| Employer contribution / active EE | $1,469 | $3,226-54.5% | $2,961-50.4% | $4,840-69.7% |
| Participant deferral / active EE | $2,480 | $4,674-47.0% | $4,277-42.0% | $6,343-60.9% |
| Admin fee / account holder | $1,245 | $6,760-81.6% | $5,955-79.1% | $12,316-89.9% |