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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 | $24,417 | $162,529-85.0% | $130,788-81.3% | $154,746-84.2% |
| Participation rate | 85.7% | 75.9%+9.9pp | 70.1%+15.6pp | 80.7%+5.0pp |
| Annual return | 10.19% | 510.48%-500.3pp | 386.44%-376.3pp | 172.34%-162.1pp |
| Employer contribution / active EE | $3,471 | $4,447-21.9% | $3,558-2.4% | $4,379-20.7% |
| Participant deferral / active EE | $0 | $4,808-100.0% | $4,137-100.0% | $6,730-100.0% |
| Admin fee / account holder | $5,858 | $7,669-23.6% | $6,673-12.2% | $14,365-59.2% |