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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 | $15,204 | $109,905-86.2% | $98,506-84.6% | $167,553-90.9% |
| Participation rate | 90.9% | 75.8%+15.1pp | 73.3%+17.6pp | 82.1%+8.8pp |
| Annual return | 17.11% | 1960.20%-1943.1pp | 1494.92%-1477.8pp | 478.89%-461.8pp |
| Employer contribution / active EE | $3,197 | $3,226-0.9% | $2,961+8.0% | $4,840-33.9% |
| Participant deferral / active EE | $3,582 | $4,674-23.4% | $4,277-16.2% | $6,343-43.5% |
| Admin fee / account holder | $2,414 | $6,760-64.3% | $5,955-59.5% | $12,316-80.4% |