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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 | $92,410 | $109,863-15.9% | $98,477-6.2% | $167,518-44.8% |
| Participation rate | 84.2% | 75.8%+8.4pp | 73.3%+10.9pp | 82.1%+2.1pp |
| Annual return | 19.09% | 1958.09%-1939.0pp | 1493.59%-1474.5pp | 478.71%-459.6pp |
| Employer contribution / active EE | $2,590 | $3,225-19.7% | $2,961-12.5% | $4,838-46.5% |
| Participant deferral / active EE | $4,765 | $4,673+2.0% | $4,276+11.4% | $6,342-24.9% |
| Admin fee / account holder | $657 | $6,755-90.3% | $5,951-89.0% | $12,312-94.7% |