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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 | $88,587 | $102,696-13.7% | $86,235+2.7% | $139,487-36.5% |
| Participation rate | 81.3% | 74.5%+6.8pp | 69.0%+12.3pp | 80.3%+0.9pp |
| Annual return | 16.60% | 1925.91%-1909.3pp | 1170.03%-1153.4pp | 373.84%-357.2pp |
| Employer contribution / active EE | $2,112 | $3,034-30.4% | $2,381-11.3% | $4,755-55.6% |
| Participant deferral / active EE | $4,680 | $4,6790% | $3,987+17.4% | $6,713-30.3% |
| Admin fee / account holder | $653 | $8,667-92.5% | $6,856-90.5% | $11,407-94.3% |