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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 | $17,590 | $109,872-84.0% | $98,483-82.1% | $167,536-89.5% |
| Participation rate | 92.9% | 75.8%+17.0pp | 73.3%+19.5pp | 82.1%+10.7pp |
| Annual return | 27.72% | 1959.31%-1931.6pp | 1494.38%-1466.7pp | 478.82%-451.1pp |
| Employer contribution / active EE | $3,777 | $3,225+17.1% | $2,961+27.6% | $4,839-22.0% |
| Participant deferral / active EE | $4,994 | $4,673+6.9% | $4,276+16.8% | $6,342-21.3% |
| Admin fee / account holder | $1,185 | $6,757-82.5% | $5,953-80.1% | $12,315-90.4% |