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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 | $39,306 | $100,895-61.0% | $90,430-56.5% | $158,950-75.3% |
| Participation rate | 88.2% | 75.0%+13.2pp | 72.7%+15.6pp | 82.0%+6.3pp |
| Annual return | 10.90% | 1725.54%-1714.6pp | 1293.73%-1282.8pp | 302.91%-292.0pp |
| Employer contribution / active EE | $1,470 | $3,689-60.1% | $3,262-54.9% | $4,762-69.1% |
| Participant deferral / active EE | $2,311 | $4,347-46.8% | $3,963-41.7% | $5,983-61.4% |
| Admin fee / account holder | $7,167 | $6,505+10.2% | $5,613+27.7% | $11,248-36.3% |