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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 | $49,415 | $109,872-55.0% | $98,483-49.8% | $167,536-70.5% |
| Participation rate | 88.9% | 75.8%+13.1pp | 73.3%+15.5pp | 82.1%+6.8pp |
| Annual return | 12.69% | 1959.31%-1946.6pp | 1494.38%-1481.7pp | 478.82%-466.1pp |
| Employer contribution / active EE | $3,873 | $3,225+20.1% | $2,961+30.8% | $4,839-20.0% |
| Participant deferral / active EE | $4,968 | $4,673+6.3% | $4,276+16.2% | $6,342-21.7% |
| Admin fee / account holder | $1,132 | $6,757-83.3% | $5,953-81.0% | $12,315-90.8% |