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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 | $76,589 | $109,872-30.3% | $98,483-22.2% | $167,536-54.3% |
| Participation rate | 83.3% | 75.8%+7.5pp | 73.3%+10.0pp | 82.1%+1.2pp |
| Annual return | 9.53% | 1959.31%-1949.8pp | 1494.38%-1484.9pp | 478.82%-469.3pp |
| Employer contribution / active EE | $2,266 | $3,225-29.8% | $2,961-23.5% | $4,839-53.2% |
| Participant deferral / active EE | $7,821 | $4,673+67.4% | $4,276+82.9% | $6,342+23.3% |
| Admin fee / account holder | $35,771 | $6,757+429.4% | $5,953+500.9% | $12,315+190.5% |