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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 | $54,253 | $100,895-46.2% | $90,430-40.0% | $158,950-65.9% |
| Participation rate | 82.6% | 75.0%+7.6pp | 72.7%+9.9pp | 82.0%+0.6pp |
| Annual return | 8.98% | 1725.54%-1716.6pp | 1293.73%-1284.8pp | 302.91%-293.9pp |
| Employer contribution / active EE | $3,595 | $3,689-2.5% | $3,262+10.2% | $4,762-24.5% |
| Participant deferral / active EE | $5,068 | $4,347+16.6% | $3,963+27.9% | $5,983-15.3% |
| Admin fee / account holder | $762 | $6,505-88.3% | $5,613-86.4% | $11,248-93.2% |