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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 | $62,401 | $109,905-43.2% | $98,506-36.7% | $167,553-62.8% |
| Participation rate | 90.9% | 75.8%+15.1pp | 73.3%+17.6pp | 82.1%+8.8pp |
| Annual return | 14.01% | 1960.20%-1946.2pp | 1494.92%-1480.9pp | 478.89%-464.9pp |
| Employer contribution / active EE | $1,709 | $3,226-47.0% | $2,961-42.3% | $4,840-64.7% |
| Participant deferral / active EE | $3,958 | $4,674-15.3% | $4,277-7.5% | $6,343-37.6% |
| Admin fee / account holder | $866 | $6,760-87.2% | $5,955-85.5% | $12,316-93.0% |