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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 | $53,680 | $100,911-46.8% | $90,440-40.6% | $158,966-66.2% |
| Participation rate | 71.4% | 75.0%-3.6pp | 72.7%-1.3pp | 82.0%-10.5pp |
| Annual return | 10.70% | 1726.62%-1715.9pp | 1294.38%-1283.7pp | 302.95%-292.2pp |
| Employer contribution / active EE | $14,964 | $3,690+305.5% | $3,263+358.6% | $4,762+214.2% |
| Participant deferral / active EE | $9,945 | $4,348+128.7% | $3,964+150.9% | $5,983+66.2% |
| Admin fee / account holder | $31,760 | $6,507+388.1% | $5,615+465.6% | $11,250+182.3% |