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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 | $60,416 | $102,696-41.2% | $86,235-29.9% | $139,487-56.7% |
| Participation rate | 90.9% | 74.5%+16.4pp | 69.0%+22.0pp | 80.3%+10.6pp |
| Annual return | 20.75% | 1925.91%-1905.2pp | 1170.03%-1149.3pp | 373.84%-353.1pp |
| Employer contribution / active EE | $2,262 | $3,034-25.4% | $2,381-5.0% | $4,755-52.4% |
| Participant deferral / active EE | $5,444 | $4,679+16.3% | $3,987+36.5% | $6,713-18.9% |
| Admin fee / account holder | $620 | $8,667-92.8% | $6,856-91.0% | $11,407-94.6% |