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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 | $55,489 | $169,361-67.2% | $129,397-57.1% | $145,877-62.0% |
| Participation rate | 83.3% | 76.5%+6.9pp | 69.6%+13.7pp | 80.3%+3.0pp |
| Annual return | 27.16% | 14395.54%-14368.4pp | 9453.98%-9426.8pp | 551.28%-524.1pp |
| Employer contribution / active EE | $1,401 | $5,542-74.7% | $4,154-66.3% | $4,663-70.0% |
| Participant deferral / active EE | $5,289 | $4,987+6.0% | $4,167+26.9% | $6,691-20.9% |
| Admin fee / account holder | $8,842 | $9,903-10.7% | $7,679+15.1% | $13,402-34.0% |