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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 | $26,377 | $102,696-74.3% | $86,235-69.4% | $139,487-81.1% |
| Participation rate | 86.7% | 74.5%+12.2pp | 69.0%+17.7pp | 80.3%+6.3pp |
| Annual return | 17.01% | 1925.91%-1908.9pp | 1170.03%-1153.0pp | 373.84%-356.8pp |
| Employer contribution / active EE | $1,756 | $3,034-42.1% | $2,381-26.2% | $4,755-63.1% |
| Participant deferral / active EE | $4,681 | $4,6790% | $3,987+17.4% | $6,713-30.3% |
| Admin fee / account holder | $556 | $8,667-93.6% | $6,856-91.9% | $11,407-95.1% |