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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 | $109,830-86.2% | $98,452-84.6% | $167,497-90.9% |
| Participation rate | 90.9% | 75.8%+15.1pp | 73.3%+17.6pp | 82.1%+8.8pp |
| Annual return | 17.11% | 1957.04%-1939.9pp | 1492.96%-1475.8pp | 478.62%-461.5pp |
| Employer contribution / active EE | $3,197 | $3,224-0.9% | $2,960+8.0% | $4,838-33.9% |
| Participant deferral / active EE | $3,582 | $4,673-23.3% | $4,276-16.2% | $6,341-43.5% |
| Admin fee / account holder | $2,414 | $6,751-64.2% | $5,948-59.4% | $12,310-80.4% |