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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 | $30,094 | $113,338-73.4% | $94,993-68.3% | $147,586-79.6% |
| Participation rate | 85.7% | 78.0%+7.7pp | 73.9%+11.8pp | 82.8%+2.9pp |
| Annual return | 16.14% | 20.80%-4.7pp | 27.14%-11.0pp | 578.59%-562.4pp |
| Employer contribution / active EE | $3,556 | $3,160+12.5% | $2,603+36.6% | $4,876-27.1% |
| Participant deferral / active EE | $11,897 | $3,777+215.0% | $3,317+258.7% | $5,439+118.7% |
| Admin fee / account holder | $20,583 | $6,063+239.5% | $4,960+314.9% | $10,886+89.1% |