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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 | $25,397 | $169,356-85.0% | $129,406-80.4% | $145,897-82.6% |
| Participation rate | 85.7% | 76.5%+9.2pp | 69.6%+16.1pp | 80.3%+5.4pp |
| Annual return | 16.77% | 14418.62%-14401.8pp | 9468.18%-9451.4pp | 552.29%-535.5pp |
| Employer contribution / active EE | $3,256 | $5,542-41.2% | $4,155-21.6% | $4,663-30.2% |
| Participant deferral / active EE | $0 | $4,987-100.0% | $4,167-100.0% | $6,689-100.0% |
| Admin fee / account holder | $9,366 | $9,915-5.5% | $7,689+21.8% | $13,390-30.1% |