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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 | $62,366 | $109,872-43.2% | $98,483-36.7% | $167,536-62.8% |
| Participation rate | 83.3% | 75.8%+7.5pp | 73.3%+10.0pp | 82.1%+1.2pp |
| Annual return | 12.85% | 1959.31%-1946.5pp | 1494.38%-1481.5pp | 478.82%-466.0pp |
| Employer contribution / active EE | $1,211 | $3,225-62.5% | $2,961-59.1% | $4,839-75.0% |
| Participant deferral / active EE | $3,563 | $4,673-23.8% | $4,276-16.7% | $6,342-43.8% |
| Admin fee / account holder | $2,020 | $6,757-70.1% | $5,953-66.1% | $12,315-83.6% |