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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 | $66,569 | $100,895-34.0% | $90,430-26.4% | $158,950-58.1% |
| Participation rate | 85.7% | 75.0%+10.7pp | 72.7%+13.0pp | 82.0%+3.8pp |
| Annual return | 15.05% | 1725.54%-1710.5pp | 1293.73%-1278.7pp | 302.91%-287.9pp |
| Employer contribution / active EE | $2,309 | $3,689-37.4% | $3,262-29.2% | $4,762-51.5% |
| Participant deferral / active EE | $9,458 | $4,347+117.6% | $3,963+138.7% | $5,983+58.1% |
| Admin fee / account holder | $387 | $6,505-94.0% | $5,613-93.1% | $11,248-96.6% |