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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 | $54,596 | $100,938-45.9% | $90,461-39.6% | $158,982-65.7% |
| Participation rate | 95.7% | 75.0%+20.6pp | 72.7%+23.0pp | 82.0%+13.7pp |
| Annual return | 14.88% | 1727.20%-1712.3pp | 1294.76%-1279.9pp | 302.99%-288.1pp |
| Employer contribution / active EE | $1,436 | $3,691-61.1% | $3,264-56.0% | $4,763-69.8% |
| Participant deferral / active EE | $6,005 | $4,350+38.1% | $3,964+51.5% | $5,983+0.4% |
| Admin fee / account holder | $2,270 | $6,510-65.1% | $5,617-59.6% | $11,252-79.8% |