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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 | $34,190 | $88,702-61.5% | $81,780-58.2% | $145,978-76.6% |
| Participation rate | 87.5% | 75.0%+12.5pp | 72.4%+15.1pp | 80.3%+7.2pp |
| Annual return | 10.63% | 1029.12%-1018.5pp | 776.27%-765.6pp | 550.52%-539.9pp |
| Employer contribution / active EE | $1,781 | $3,084-42.3% | $2,914-38.9% | $4,662-61.8% |
| Participant deferral / active EE | $2,830 | $4,645-39.1% | $4,321-34.5% | $6,690-57.7% |
| Admin fee / account holder | $18,138 | $8,414+115.6% | $7,384+145.6% | $13,400+35.4% |