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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 | $39,009 | $68,097-42.7% | $62,929-38.0% | $137,256-71.6% |
| Participation rate | 92.3% | 77.4%+14.9pp | 73.1%+19.2pp | 80.0%+12.3pp |
| Annual return | 17.65% | 1859.11%-1841.5pp | 1063.93%-1046.3pp | 220.34%-202.7pp |
| Employer contribution / active EE | $1,876 | $2,811-33.3% | $2,505-25.1% | $4,156-54.9% |
| Participant deferral / active EE | $5,432 | $4,553+19.3% | $3,888+39.7% | $6,407-15.2% |
| Admin fee / account holder | $476 | $6,521-92.7% | $5,065-90.6% | $12,270-96.1% |