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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 | $62,796 | $72,465-13.3% | $67,575-7.1% | $145,884-57.0% |
| Participation rate | 83.3% | 76.9%+6.5pp | 72.9%+10.4pp | 80.3%+3.0pp |
| Annual return | 11.05% | 7222.56%-7211.5pp | 3528.98%-3517.9pp | 551.85%-540.8pp |
| Employer contribution / active EE | $4,724 | $3,074+53.7% | $2,736+72.7% | $4,662+1.3% |
| Participant deferral / active EE | $1,400 | $4,786-70.7% | $4,003-65.0% | $6,690-79.1% |
| Admin fee / account holder | $464 | $5,515-91.6% | $3,993-88.4% | $13,392-96.5% |