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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 | $62,260 | $100,938-38.3% | $90,461-31.2% | $158,982-60.8% |
| Participation rate | 90.9% | 75.0%+15.9pp | 72.7%+18.2pp | 82.0%+8.9pp |
| Annual return | 19.13% | 1727.20%-1708.1pp | 1294.76%-1275.6pp | 302.99%-283.9pp |
| Employer contribution / active EE | $3,097 | $3,691-16.1% | $3,264-5.1% | $4,763-35.0% |
| Participant deferral / active EE | $5,172 | $4,350+18.9% | $3,964+30.5% | $5,983-13.6% |
| Admin fee / account holder | $644 | $6,510-90.1% | $5,617-88.5% | $11,252-94.3% |