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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 | $59,852 | $169,161-64.6% | $129,295-53.7% | $145,959-59.0% |
| Participation rate | 88.9% | 76.5%+12.4pp | 69.6%+19.3pp | 80.3%+8.6pp |
| Annual return | 10.86% | 14348.07%-14337.2pp | 9429.28%-9418.4pp | 561.95%-551.1pp |
| Employer contribution / active EE | $1,316 | $5,543-76.3% | $4,157-68.3% | $4,661-71.8% |
| Participant deferral / active EE | $2,042 | $4,989-59.1% | $4,169-51.0% | $6,689-69.5% |
| Admin fee / account holder | $13,939 | $9,878+41.1% | $7,665+81.8% | $13,398+4.0% |