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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 | $20,971 | $180,749-88.4% | $160,784-87.0% | $137,256-84.7% |
| Participation rate | 95.7% | 80.0%+15.7pp | 77.0%+18.7pp | 80.0%+15.7pp |
| Annual return | 19.57% | 2234.46%-2214.9pp | 1803.92%-1784.4pp | 220.34%-200.8pp |
| Employer contribution / active EE | $2,307 | $4,155-44.5% | $3,733-38.2% | $4,156-44.5% |
| Participant deferral / active EE | $4,102 | $6,844-40.1% | $6,293-34.8% | $6,407-36.0% |
| Admin fee / account holder | $4,737 | $10,397-54.4% | $9,717-51.3% | $12,270-61.4% |