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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 | $169,237-85.0% | $129,339-80.4% | $145,978-82.6% |
| Participation rate | 85.7% | 76.5%+9.2pp | 69.6%+16.1pp | 80.3%+5.4pp |
| Annual return | 16.77% | 14364.43%-14347.7pp | 9437.05%-9420.3pp | 550.52%-533.7pp |
| Employer contribution / active EE | $3,256 | $5,540-41.2% | $4,154-21.6% | $4,662-30.2% |
| Participant deferral / active EE | $0 | $4,991-100.0% | $4,170-100.0% | $6,690-100.0% |
| Admin fee / account holder | $9,366 | $9,882-5.2% | $7,668+22.1% | $13,400-30.1% |