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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 | $57,845 | $72,446-20.2% | $67,561-14.4% | $145,877-60.3% |
| Participation rate | 73.3% | 76.9%-3.5pp | 72.9%+0.4pp | 80.3%-7.0pp |
| Annual return | 14.78% | 7211.98%-7197.2pp | 3525.44%-3510.7pp | 551.28%-536.5pp |
| Employer contribution / active EE | $2,853 | $3,072-7.2% | $2,735+4.3% | $4,663-38.8% |
| Participant deferral / active EE | $2,036 | $4,785-57.4% | $4,003-49.1% | $6,691-69.6% |
| Admin fee / account holder | $7,246 | $5,541+30.8% | $4,006+80.9% | $13,402-45.9% |