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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 | $61,397 | $88,815-30.9% | $81,882-25.0% | $145,897-57.9% |
| Participation rate | 87.0% | 75.1%+11.9pp | 72.4%+14.6pp | 80.3%+6.7pp |
| Annual return | 11.82% | 1033.75%-1021.9pp | 779.47%-767.7pp | 552.29%-540.5pp |
| Employer contribution / active EE | $1,302 | $3,086-57.8% | $2,916-55.4% | $4,663-72.1% |
| Participant deferral / active EE | $2,212 | $4,647-52.4% | $4,323-48.8% | $6,689-66.9% |
| Admin fee / account holder | $558 | $8,434-93.4% | $7,360-92.4% | $13,390-95.8% |