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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 | $40,607 | $102,696-60.5% | $86,235-52.9% | $139,487-70.9% |
| Participation rate | 78.6% | 74.5%+4.1pp | 69.0%+9.6pp | 80.3%-1.8pp |
| Annual return | 19.24% | 1925.91%-1906.7pp | 1170.03%-1150.8pp | 373.84%-354.6pp |
| Employer contribution / active EE | $3,274 | $3,034+7.9% | $2,381+37.5% | $4,755-31.1% |
| Participant deferral / active EE | $5,058 | $4,679+8.1% | $3,987+26.9% | $6,713-24.6% |
| Admin fee / account holder | $491 | $8,667-94.3% | $6,856-92.8% | $11,407-95.7% |