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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 | $31,120 | $88,815-65.0% | $81,882-62.0% | $145,897-78.7% |
| Participation rate | 81.8% | 75.1%+6.7pp | 72.4%+9.4pp | 80.3%+1.5pp |
| Annual return | 16.89% | 1033.75%-1016.9pp | 779.47%-762.6pp | 552.29%-535.4pp |
| Employer contribution / active EE | $3,194 | $3,086+3.5% | $2,916+9.5% | $4,663-31.5% |
| Participant deferral / active EE | $6,935 | $4,647+49.2% | $4,323+60.4% | $6,689+3.7% |
| Admin fee / account holder | $626 | $8,434-92.6% | $7,360-91.5% | $13,390-95.3% |