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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 | $41,689 | $109,872-62.1% | $98,483-57.7% | $167,536-75.1% |
| Participation rate | 90.0% | 75.8%+14.2pp | 73.3%+16.7pp | 82.1%+7.9pp |
| Annual return | 13.48% | 1959.31%-1945.8pp | 1494.38%-1480.9pp | 478.82%-465.3pp |
| Employer contribution / active EE | $2,007 | $3,225-37.8% | $2,961-32.2% | $4,839-58.5% |
| Participant deferral / active EE | $8,986 | $4,673+92.3% | $4,276+110.1% | $6,342+41.7% |
| Admin fee / account holder | $2,080 | $6,757-69.2% | $5,953-65.1% | $12,315-83.1% |