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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 | $63,596 | $100,911-37.0% | $90,440-29.7% | $158,966-60.0% |
| Participation rate | 90.9% | 75.0%+15.9pp | 72.7%+18.2pp | 82.0%+8.9pp |
| Annual return | 14.26% | 1726.62%-1712.4pp | 1294.38%-1280.1pp | 302.95%-288.7pp |
| Employer contribution / active EE | $1,119 | $3,690-69.7% | $3,263-65.7% | $4,762-76.5% |
| Participant deferral / active EE | $2,460 | $4,348-43.4% | $3,964-37.9% | $5,983-58.9% |
| Admin fee / account holder | $2,119 | $6,507-67.4% | $5,615-62.3% | $11,250-81.2% |