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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 | $88,702-64.9% | $81,780-61.9% | $145,978-78.7% |
| Participation rate | 81.8% | 75.0%+6.8pp | 72.4%+9.5pp | 80.3%+1.5pp |
| Annual return | 16.89% | 1029.12%-1012.2pp | 776.27%-759.4pp | 550.52%-533.6pp |
| Employer contribution / active EE | $3,194 | $3,084+3.5% | $2,914+9.6% | $4,662-31.5% |
| Participant deferral / active EE | $6,935 | $4,645+49.3% | $4,321+60.5% | $6,690+3.7% |
| Admin fee / account holder | $626 | $8,414-92.6% | $7,384-91.5% | $13,400-95.3% |