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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 | $61,510 | $88,815-30.7% | $81,882-24.9% | $145,897-57.8% |
| Participation rate | 95.2% | 75.1%+20.2pp | 72.4%+22.9pp | 80.3%+14.9pp |
| Annual return | 15.31% | 1033.75%-1018.4pp | 779.47%-764.2pp | 552.29%-537.0pp |
| Employer contribution / active EE | $1,544 | $3,086-50.0% | $2,916-47.1% | $4,663-66.9% |
| Participant deferral / active EE | $3,686 | $4,647-20.7% | $4,323-14.7% | $6,689-44.9% |
| Admin fee / account holder | $756 | $8,434-91.0% | $7,360-89.7% | $13,390-94.4% |