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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 | $44,490 | $180,749-75.4% | $160,784-72.3% | $137,256-67.6% |
| Participation rate | 88.9% | 80.0%+8.9pp | 77.0%+11.9pp | 80.0%+8.9pp |
| Annual return | 14.71% | 2234.46%-2219.8pp | 1803.92%-1789.2pp | 220.34%-205.6pp |
| Employer contribution / active EE | $1,413 | $4,155-66.0% | $3,733-62.2% | $4,156-66.0% |
| Participant deferral / active EE | $3,349 | $6,844-51.1% | $6,293-46.8% | $6,407-47.7% |
| Admin fee / account holder | $658 | $10,397-93.7% | $9,717-93.2% | $12,270-94.6% |