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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 | $75,334 | $109,905-31.5% | $98,506-23.5% | $167,553-55.0% |
| Participation rate | 77.8% | 75.8%+1.9pp | 73.3%+4.4pp | 82.1%-4.3pp |
| Annual return | 11.16% | 1960.20%-1949.0pp | 1494.92%-1483.8pp | 478.89%-467.7pp |
| Employer contribution / active EE | $5,186 | $3,226+60.8% | $2,961+75.1% | $4,840+7.2% |
| Participant deferral / active EE | $2,278 | $4,674-51.3% | $4,277-46.7% | $6,343-64.1% |
| Admin fee / account holder | $768 | $6,760-88.6% | $5,955-87.1% | $12,316-93.8% |