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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 | $62,462 | $109,863-43.1% | $98,477-36.6% | $167,518-62.7% |
| Participation rate | 90.9% | 75.8%+15.1pp | 73.3%+17.6pp | 82.1%+8.8pp |
| Annual return | 13.96% | 1958.09%-1944.1pp | 1493.59%-1479.6pp | 478.71%-464.8pp |
| Employer contribution / active EE | $3,126 | $3,225-3.1% | $2,961+5.6% | $4,838-35.4% |
| Participant deferral / active EE | $2,929 | $4,673-37.3% | $4,276-31.5% | $6,342-53.8% |
| Admin fee / account holder | $752 | $6,755-88.9% | $5,951-87.4% | $12,312-93.9% |