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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 | $58,522 | $100,938-42.0% | $90,461-35.3% | $158,982-63.2% |
| Participation rate | 94.1% | 75.0%+19.1pp | 72.7%+21.4pp | 82.0%+12.2pp |
| Annual return | 15.22% | 1727.20%-1712.0pp | 1294.76%-1279.5pp | 302.99%-287.8pp |
| Employer contribution / active EE | $0 | $3,691-100.0% | $3,264-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $5,512 | $4,350+26.7% | $3,964+39.0% | $5,983-7.9% |
| Admin fee / account holder | $331 | $6,510-94.9% | $5,617-94.1% | $11,252-97.1% |