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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 | $60,129 | $102,696-41.4% | $86,235-30.3% | $139,487-56.9% |
| Participation rate | 80.0% | 74.5%+5.5pp | 69.0%+11.0pp | 80.3%-0.3pp |
| Annual return | 20.04% | 1925.91%-1905.9pp | 1170.03%-1150.0pp | 373.84%-353.8pp |
| Employer contribution / active EE | $2,178 | $3,034-28.2% | $2,381-8.5% | $4,755-54.2% |
| Participant deferral / active EE | $3,105 | $4,679-33.6% | $3,987-22.1% | $6,713-53.7% |
| Admin fee / account holder | $480 | $8,667-94.5% | $6,856-93.0% | $11,407-95.8% |