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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 | $27,548 | $88,710-68.9% | $81,783-66.3% | $145,959-81.1% |
| Participation rate | 80.0% | 75.0%+5.0pp | 72.4%+7.6pp | 80.3%-0.3pp |
| Annual return | 10.04% | 1027.26%-1017.2pp | 775.05%-765.0pp | 561.95%-551.9pp |
| Employer contribution / active EE | $2,219 | $3,083-28.0% | $2,913-23.8% | $4,661-52.4% |
| Participant deferral / active EE | $6,520 | $4,645+40.4% | $4,320+50.9% | $6,689-2.5% |
| Admin fee / account holder | $2,762 | $8,407-67.1% | $7,380-62.6% | $13,398-79.4% |