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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 | $83,348 | $109,863-24.1% | $98,477-15.4% | $167,518-50.2% |
| Participation rate | 83.3% | 75.8%+7.5pp | 73.3%+10.0pp | 82.1%+1.2pp |
| Annual return | 14.08% | 1958.09%-1944.0pp | 1493.59%-1479.5pp | 478.71%-464.6pp |
| Employer contribution / active EE | $3,418 | $3,225+6.0% | $2,961+15.5% | $4,838-29.4% |
| Participant deferral / active EE | $14,385 | $4,673+207.8% | $4,276+236.4% | $6,342+126.8% |
| Admin fee / account holder | $1,097 | $6,755-83.8% | $5,951-81.6% | $12,312-91.1% |