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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 | $56,892 | $176,688-67.8% | $130,660-56.5% | $152,909-62.8% |
| Participation rate | 83.3% | 79.0%+4.4pp | 71.7%+11.6pp | 82.5%+0.9pp |
| Annual return | 22.27% | 2693.08%-2670.8pp | 1709.29%-1687.0pp | 345.46%-323.2pp |
| Employer contribution / active EE | $3,610 | $5,743-37.1% | $4,092-11.8% | $4,764-24.2% |
| Participant deferral / active EE | $6,724 | $4,362+54.1% | $3,603+86.6% | $5,851+14.9% |
| Admin fee / account holder | $6,438 | $7,131-9.7% | $5,463+17.8% | $11,601-44.5% |