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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 | $49,567 | $109,863-54.9% | $98,477-49.7% | $167,518-70.4% |
| Participation rate | 80.0% | 75.8%+4.2pp | 73.3%+6.7pp | 82.1%-2.1pp |
| Annual return | 13.51% | 1958.09%-1944.6pp | 1493.59%-1480.1pp | 478.71%-465.2pp |
| Employer contribution / active EE | $2,207 | $3,225-31.6% | $2,961-25.5% | $4,838-54.4% |
| Participant deferral / active EE | $8,310 | $4,673+77.8% | $4,276+94.3% | $6,342+31.0% |
| Admin fee / account holder | $367 | $6,755-94.6% | $5,951-93.8% | $12,312-97.0% |