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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 | $56,979 | $96,361-40.9% | $80,607-29.3% | $139,456-59.1% |
| Participation rate | 88.9% | 73.6%+15.2pp | 67.0%+21.9pp | 80.3%+8.6pp |
| Annual return | 16.49% | 1350.95%-1334.5pp | 936.11%-919.6pp | 373.45%-357.0pp |
| Employer contribution / active EE | $1,941 | $3,262-40.5% | $2,724-28.8% | $4,753-59.2% |
| Participant deferral / active EE | $4,030 | $5,232-23.0% | $4,448-9.4% | $6,711-39.9% |
| Admin fee / account holder | $458 | $6,601-93.1% | $5,379-91.5% | $11,407-96.0% |