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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 | $62,340 | $100,911-38.2% | $90,440-31.1% | $158,966-60.8% |
| Participation rate | 85.7% | 75.0%+10.7pp | 72.7%+13.0pp | 82.0%+3.8pp |
| Annual return | 18.89% | 1726.62%-1707.7pp | 1294.38%-1275.5pp | 302.95%-284.1pp |
| Employer contribution / active EE | $3,298 | $3,690-10.6% | $3,263+1.1% | $4,762-30.8% |
| Participant deferral / active EE | $2,523 | $4,348-42.0% | $3,964-36.4% | $5,983-57.8% |
| Admin fee / account holder | $624 | $6,507-90.4% | $5,615-88.9% | $11,250-94.5% |