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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 | $96,011 | $109,905-12.6% | $98,506-2.5% | $167,553-42.7% |
| Participation rate | 90.9% | 75.8%+15.1pp | 73.3%+17.6pp | 82.1%+8.8pp |
| Annual return | 28.25% | 1960.20%-1932.0pp | 1494.92%-1466.7pp | 478.89%-450.6pp |
| Employer contribution / active EE | $2,457 | $3,226-23.8% | $2,961-17.0% | $4,840-49.2% |
| Participant deferral / active EE | $3,541 | $4,674-24.2% | $4,277-17.2% | $6,343-44.2% |
| Admin fee / account holder | $1,248 | $6,760-81.5% | $5,955-79.0% | $12,316-89.9% |