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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 | $64,924 | $100,938-35.7% | $90,461-28.2% | $158,982-59.2% |
| Participation rate | 85.7% | 75.0%+10.7pp | 72.7%+13.0pp | 82.0%+3.7pp |
| Annual return | 14.79% | 1727.20%-1712.4pp | 1294.76%-1280.0pp | 302.99%-288.2pp |
| Employer contribution / active EE | $9,787 | $3,691+165.1% | $3,264+199.9% | $4,763+105.5% |
| Participant deferral / active EE | $12,240 | $4,350+181.4% | $3,964+208.7% | $5,983+104.6% |
| Admin fee / account holder | $2,570 | $6,510-60.5% | $5,617-54.2% | $11,252-77.2% |