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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 | $109,872-11.4% | $98,483-1.1% | $167,536-41.9% |
| Participation rate | 88.9% | 75.8%+13.1pp | 73.3%+15.5pp | 82.1%+6.8pp |
| Annual return | 14.96% | 1959.31%-1944.4pp | 1494.38%-1479.4pp | 478.82%-463.9pp |
| Employer contribution / active EE | $2,149 | $3,225-33.4% | $2,961-27.4% | $4,839-55.6% |
| Participant deferral / active EE | $3,335 | $4,673-28.6% | $4,276-22.0% | $6,342-47.4% |
| Admin fee / account holder | $9,543 | $6,757+41.2% | $5,953+60.3% | $12,315-22.5% |