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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 | $97,357 | $109,863-11.4% | $98,477-1.1% | $167,518-41.9% |
| Participation rate | 88.9% | 75.8%+13.1pp | 73.3%+15.5pp | 82.1%+6.8pp |
| Annual return | 14.96% | 1958.09%-1943.1pp | 1493.59%-1478.6pp | 478.71%-463.7pp |
| Employer contribution / active EE | $2,149 | $3,225-33.4% | $2,961-27.4% | $4,838-55.6% |
| Participant deferral / active EE | $3,335 | $4,673-28.6% | $4,276-22.0% | $6,342-47.4% |
| Admin fee / account holder | $9,543 | $6,755+41.3% | $5,951+60.4% | $12,312-22.5% |